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Financial Planners of Cleveland’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-105,129
Closed -$5.32M – 26
2022
Q1 		$5.32M Buy
105,129
+99,423
+1,742% +$5.05M 2.24% 14
2021
Q4 		$291K Buy
+5,706
New +$291K 0.12% 67

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Financial Planners of Cleveland's JMST Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 105,129 shares — an estimated $5.32M sold.

Financial Planners of Cleveland first reported a position in JMST in Q4 2021 and held it in 2 quarters. The position peaked at $5.32M in Q1 2022. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 105,129 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $5.32M.
  • Financial Planners of Cleveland first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.32M in Q1 2022.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.