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Cetera Advisor Networks’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Cetera Advisor Networks’s Portfolio JMST Stock Details JMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.19M Sell
62,879
-2,302
-4% -$117K 0.02% 805
2023
Q4 		$3.31M Buy
65,181
+48,061
+281% +$2.43M 0.02% 756
2023
Q3 		$864K Sell
17,120
-13,365
-44% -$676K 0.01% 1373
2023
Q2 		$1.54M Buy
30,485
+11,170
+58% +$565K 0.01% 990
2023
Q1 		$981K Sell
19,315
-8,281
-30% -$419K 0.01% 1249
2022
Q4 		$1.39M Buy
27,596
+9,373
+51% +$473K 0.01% 999
2022
Q3 		$917K Buy
18,223
+9,806
+117% +$496K 0.01% 917
2022
Q2 		$426K Sell
8,417
-6,534
-44% -$330K 0.01% 1383
2022
Q1 		$757K Sell
14,951
-2,396
-14% -$122K 0.01% 1054
2021
Q4 		$886K Buy
17,347
+3
+0% +$153 0.01% 957
2021
Q3 		$886K Buy
17,344
+4,065
+31% +$208K 0.01% 903
2021
Q2 		$678K Buy
+13,279
New +$678K 0.01% 1014
2020
Q4 		– Sell
-4,979
Closed -$254K – 1370
2020
Q3 		$254K Buy
4,979
+437
+10% +$22.3K 0.01% 1029
2020
Q2 		$232K Buy
4,542
+186
+4% +$9.44K 0.01% 1033
2020
Q1 		$220K Sell
4,356
-60
-1% -$3.03K 0.01% 942
2019
Q4 		$222K Sell
4,416
-337
-7% -$17K 0.01% 1112
2019
Q3 		$239K Buy
+4,753
New +$240K 0.01% 1022

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Advisor Networks's JMST Position: Q1 2024 in Review

Cetera Advisor Networks reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.5% in Q1 2024, selling an estimated $117K and leaving 62,879 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #805.

Cetera Advisor Networks first reported a position in JMST in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.31M in Q4 2023. 405 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Cetera Advisor Networks held 62,879 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.19M as of Q1 2024.
  • Cetera Advisor Networks sold 2,302 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $117K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #805 holding.
  • Cetera Advisor Networks first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and has held it in 17 quarters since.
  • Cetera Advisor Networks's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.31M in Q4 2023.
  • 405 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.