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Comprehensive Financial Consultants Institutional’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-1,645
Closed -$83K – 320
2021
Q4 		$83K Buy
+1,645
New +$84K 0.05% 198

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's JMST Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2022, closing a stake of 1,645 shares — an estimated $83K sold.

Comprehensive Financial Consultants Institutional first reported a position in JMST in Q4 2021 and held it in 1 quarter. The position peaked at $83K in Q4 2021. 304 funds tracked by Wall St. Rank hold JMST as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 1,645 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2022, an estimated $83K.
  • Comprehensive Financial Consultants Institutional first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's JPMorgan Ultra-Short Municipal Income ETF position peaked at $83K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.