Kistler-Tiffany Companies’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kistler-Tiffany Companies’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	$4.16M	Sell	82,204 -12,500	-13%	-$633K	0.68%	26
2023 Q1	$4.81M	Sell	94,704 -489	-0.5%	-$24.8K	0.91%	18
2022 Q4	$4.81M	Sell	95,193 -101,103	-52%	-$5.1M	0.99%	19
2022 Q3	$9.87M	Sell	196,296 -33,281	-14%	-$1.68M	2.24%	8
2022 Q2	$11.6M	Buy	229,577 +34,723	+18%	+$1.75M	2.53%	7
2022 Q1	$9.87M	Buy	+194,854	New	+$9.9M	1.86%	9

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Kistler-Tiffany Companies's JMST Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2023, selling an estimated $633K and leaving 82,204 shares worth $4.16M. The position accounts for 0.68% of the portfolio, ranked #26.

Kistler-Tiffany Companies first reported a position in JMST in Q1 2022 and has held it in 6 quarters since. The position peaked at $11.6M in Q2 2022. 355 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

Kistler-Tiffany Companies held 82,204 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.16M as of Q2 2023.
Kistler-Tiffany Companies sold 12,500 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $633K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.68% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #26 holding.
Kistler-Tiffany Companies first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 6 quarters since.
Kistler-Tiffany Companies's JPMorgan Ultra-Short Municipal Income ETF position peaked at $11.6M in Q2 2022.
355 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.