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Lake Street Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Lake Street Private Wealth’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
-4,242
Closed -$215K – 320
2022
Q1 		$215K Sell
4,242
-2,134
-33% -$108K 0.04% 292
2021
Q4 		$326K Sell
6,376
-46
-0.7% -$2.35K 0.06% 245
2021
Q3 		$328K Sell
6,422
-398
-6% -$20.3K 0.08% 177
2021
Q2 		$348K Buy
6,820
+614
+10% +$31.3K 0.09% 168
2021
Q1 		$317K Sell
6,206
-53
-0.8% -$2.71K 0.09% 171
2020
Q4 		$319K Buy
+6,259
New +$319K 0.09% 160

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

Lake Street Private Wealth's JMST Position: Q2 2022 in Review

Lake Street Private Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 4,242 shares — an estimated $215K sold.

Lake Street Private Wealth first reported a position in JMST in Q4 2020 and held it in 6 quarters. The position peaked at $348K in Q2 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • Lake Street Private Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 4,242 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $215K.
  • Lake Street Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 6 quarters.
  • Lake Street Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $348K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.