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EisnerAmper Wealth Management Corporate Benefits’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4 		$237K Buy
+4,672
New +$236K 0.09% 66

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's JMST Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2023: 4,672 shares worth $237K. The stake represents 0.09% of the portfolio and ranks #66 among its holdings.

388 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 4,672 shares of JPMorgan Ultra-Short Municipal Income ETF worth $237K as of Q4 2023.
  • JPMorgan Ultra-Short Municipal Income ETF was a new EisnerAmper Wealth Management Corporate Benefits position in Q4 2023.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #66 holding.
  • 388 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.