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

Cetera Advisors’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	$1.72M	Buy	33,953 +11,589	+52%	+$588K	0.01%	887
2023 Q4	$1.13M	Sell	22,364 -3,686	-14%	-$186K	0.02%	727
2023 Q3	$1.31M	Buy	26,050 +13,635	+110%	+$689K	0.02%	617
2023 Q2	$629K	Sell	12,415 -2,942	-19%	-$149K	0.01%	933
2023 Q1	$780K	Sell	15,357 -7,340	-32%	-$372K	0.01%	801
2022 Q4	$1.15M	Buy	22,697 +16,635	+274%	+$839K	0.02%	622
2022 Q3	$305K	Buy	+6,062	New	+$306K	0.01%	967
2020 Q4	–	Sell	-7,402	Closed	-$377K	–	1056
2020 Q3	$377K	Buy	7,402 +1,969	+36%	+$100K	0.01%	656
2020 Q2	$277K	Hold	5,433	–	–	0.01%	724
2020 Q1	$274K	Sell	5,433 -4,939	-48%	-$249K	0.01%	622
2019 Q4	$524K	Hold	10,372	–	–	0.02%	549
2019 Q3	$523K	Buy	+10,372	New	+$524K	0.02%	531

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Advisors's JMST Position: Q1 2024 in Review

Cetera Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 52% in Q1 2024, buying an estimated $588K and bringing the position to 33,953 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #887.

Cetera Advisors first reported a position in JMST in Q3 2019 and has held it in 12 quarters since. 405 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

Cetera Advisors held 33,953 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.72M as of Q1 2024.
Cetera Advisors bought 11,589 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $588K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #887 holding.
Cetera Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and has held it in 12 quarters since.
405 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

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