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Goodman Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Goodman Advisory Group’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
Q2 		– Sell
-8,815
Closed -$448K – 171
2023
Q1 		$448K Buy
+8,815
New +$446K 0.24% 36

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Goodman Advisory Group's JMST Position: Q2 2023 in Review

Goodman Advisory Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 8,815 shares — an estimated $448K sold.

Goodman Advisory Group first reported a position in JMST in Q1 2023 and held it in 1 quarter. The position peaked at $448K in Q1 2023. 356 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

  • Goodman Advisory Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 8,815 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $448K.
  • Goodman Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and held it in 1 quarter.
  • Goodman Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $448K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Goodman Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.