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Gerber Kawasaki Wealth & Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-4
Closed -$4K – 707
2021
Q3 		$4K Sell
4
-6,408
-100% -$327K ﹤0.01% 790
2021
Q2 		$327K Buy
+6,412
New +$327K 0.03% 182

Other funds holding JMST

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's JMST Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2021, closing a stake of 4 shares — an estimated $4K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in JMST in Q2 2021 and held it in 2 quarters. The position peaked at $327K in Q2 2021. 291 funds tracked by Wall St. Rank hold JMST as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 4 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2021, an estimated $4K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $327K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.