Genovese Burford & Brothers Wealth & Retirement Plan Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 Q4	$1.04M	Buy	+20,386	New	+$1.04M	0.26%	34
2020 Q1	–	Sell	-4,000	Closed	-$202K	–	105
2019 Q4	$202K	Buy	+4,000	New	+$202K	0.05%	109

Other funds holding JMST

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's JMST Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2020: 20,386 shares worth $1.04M. The stake represents 0.26% of the portfolio and ranks #34 among its holdings. This is a return to the name: Genovese Burford & Brothers Wealth & Retirement Plan Management previously reported a position in JMST as recently as Q4 2019.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JMST in Q4 2019 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold JMST as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 20,386 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.04M as of Q4 2020.
JPMorgan Ultra-Short Municipal Income ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
JPMorgan Ultra-Short Municipal Income ETF made up 0.26% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #34 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and has held it in 2 quarters since.
168 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.