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Derby & Company’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Derby & Company’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
2021
Q3 		$2.59M Buy
50,644
+15,699
+45% +$802K 0.52% 24
2021
Q2 		$1.78M Buy
34,945
+702
+2% +$35.8K 0.37% 29
2021
Q1 		$1.75M Buy
34,243
+12,463
+57% +$636K 0.39% 27
2020
Q4 		$1.11M Buy
21,780
+9,922
+84% +$506K 0.28% 30
2020
Q3 		$605K Buy
+11,858
New +$605K 0.17% 38

Other funds holding JMST

TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return