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

FCG 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
2020
Q3 		$8.14M Buy
159,611
+17,785
+13% +$907K 1.91% 8
2020
Q2 		$7.23M Buy
+141,826
New +$7.2M 1.89% 8
2020
Q1 		– Sell
-12,699
Closed -$641K – 166
2019
Q4 		$641K Buy
12,699
+2,398
+23% +$121K 0.18% 74
2019
Q3 		$519K Buy
+10,301
New +$520K 0.16% 78

Other funds holding JMST

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

FCG Advisors's JMST Position: Q3 2020 in Review

FCG Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q3 2020, buying an estimated $907K and bringing the position to 159,611 shares worth $8.14M. The position accounts for 1.91% of the portfolio, ranked #8.

FCG Advisors first reported a position in JMST in Q3 2019 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold JMST as of Q3 2020.

  • FCG Advisors held 159,611 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.14M as of Q3 2020.
  • FCG Advisors bought 17,785 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2020, an estimated $907K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.91% of FCG Advisors's portfolio in Q3 2020, its #8 holding.
  • FCG Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.