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Gofen & Glossberg’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gofen & Glossberg’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
Q4 		$250K Hold
4,940
– – 0.01% 466
2022
Q3 		$248K Hold
4,940
– – 0.01% 449
2022
Q2 		$250K Buy
+4,940
New +$250K 0.01% 450

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 $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Gofen & Glossberg's JMST Position: Q4 2022 in Review

Gofen & Glossberg held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q4 2022 at 4,940 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #466.

Gofen & Glossberg first reported a position in JMST in Q2 2022 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • Gofen & Glossberg held 4,940 shares of JPMorgan Ultra-Short Municipal Income ETF worth $250K as of Q4 2022.
  • Gofen & Glossberg left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q4 2022.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #466 holding.
  • Gofen & Glossberg first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.