GA
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GoalVest Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-198
Closed -$10K – 284
2022
Q4 		$10K Sell
198
-22,502
-99% -$1.13M 0.01% 184
2022
Q3 		$1.14M Sell
22,700
-9,245
-29% -$467K 0.8% 26
2022
Q2 		$1.62M Buy
31,945
+13,502
+73% +$682K 1.02% 24
2022
Q1 		$934K Buy
+18,443
New +$937K 0.53% 51
2021
Q2 		$1.07M Sell
20,918
-1,928
-8% -$98.4K 0.66% 44
2021
Q1 		$1.17M Buy
22,846
+21,671
+1,844% +$1.11M 0.87% 33
2020
Q4 		$60K Buy
+1,175
New +$59.9K 0.05% 108

Other funds holding JMST

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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return