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Horan Capital Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Horan Capital Advisors’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 		– Sell
-1,300
Closed -$66K – 183
2020
Q3 		$66K Buy
+1,300
New +$66.3K 0.04% 152
2020
Q1 		– Sell
-1,300
Closed -$66K – 168
2019
Q4 		$66K Hold
1,300
– – 0.04% 132
2019
Q3 		$66K Buy
+1,300
New +$65.7K 0.04% 129

Other funds holding JMST

HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horan Capital Advisors's JMST Position: Q4 2020 in Review

Horan Capital Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2020, closing a stake of 1,300 shares — an estimated $66K sold.

Horan Capital Advisors first reported a position in JMST in Q3 2019 and held it in 3 quarters. The position peaked at $66K in Q3 2020. 168 funds tracked by Wall St. Rank hold JMST as of Q4 2020.

  • Horan Capital Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 1,300 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2020, an estimated $66K.
  • Horan Capital Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and held it in 3 quarters.
  • Horan Capital Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $66K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.