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Howard Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Howard Financial Services’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
Q2 		– Sell
-5,438
Closed -$275K – 135
2022
Q1 		$275K Hold
5,438
– – 0.08% 98
2021
Q4 		$278K Buy
+5,438
New +$278K 0.08% 97
2020
Q4 		– Sell
-7,850
Closed -$400K – 118
2020
Q3 		$400K Hold
7,850
– – 0.26% 51
2020
Q2 		$400K Buy
+7,850
New +$399K 0.28% 46

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Howard Financial Services's JMST Position: Q2 2022 in Review

Howard Financial Services sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 5,438 shares — an estimated $275K sold.

Howard Financial Services first reported a position in JMST in Q2 2020 and held it in 4 quarters. The position peaked at $400K in Q3 2020. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • Howard Financial Services reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • Howard Financial Services sold 5,438 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $275K.
  • Howard Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 4 quarters.
  • Howard Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $400K in Q3 2020.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on Howard Financial Services's 13F filing for Q2 2022, filed 18 Jul 2022.