C
JMST icon

CFO4Life’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CFO4Life’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
2022
Q4 		$302K Buy
+5,981
New +$302K 0.06% 129

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

CFO4Life's JMST Position: Q4 2022 in Review

CFO4Life opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022: 5,981 shares worth $302K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings.

353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • CFO4Life held 5,981 shares of JPMorgan Ultra-Short Municipal Income ETF worth $302K as of Q4 2022.
  • JPMorgan Ultra-Short Municipal Income ETF was a new CFO4Life position in Q4 2022.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of CFO4Life's portfolio in Q4 2022, its #129 holding.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.