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

Cypress Wealth 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
2019
Q1 		$296K Hold
5,890
– – 0.34% 61
2018
Q4 		$295K Buy
+5,890
New +$295K 0.41% 58

Other funds holding JMST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
WPSG
Wealth & Pension Services Group Atlanta, Georgia $138M AUM 1.38% 1-Year Est. Return

Cypress Wealth Advisors's JMST Position: Q1 2019 in Review

Cypress Wealth Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2019 at 5,890 shares worth $296K. The position accounts for 0.34% of the portfolio, ranked #61.

Cypress Wealth Advisors first reported a position in JMST in Q4 2018 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold JMST as of Q1 2019.

  • Cypress Wealth Advisors held 5,890 shares of JPMorgan Ultra-Short Municipal Income ETF worth $296K as of Q1 2019.
  • Cypress Wealth Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2019.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.34% of Cypress Wealth Advisors's portfolio in Q1 2019, its #61 holding.
  • Cypress Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2018 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.