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Laurel Wealth Advisors (California)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$741K Sell
14,668
-64
-0.4% -$3.23K 0.07% 282
2022
Q3 		$741K Buy
+14,732
New +$744K 0.08% 269

Other funds holding JMST

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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s JMST Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.43% in Q4 2022, selling an estimated $3.23K and leaving 14,668 shares worth $741K. The position accounts for 0.07% of the portfolio, ranked #282.

Laurel Wealth Advisors (California) first reported a position in JMST in Q3 2022 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • Laurel Wealth Advisors (California) held 14,668 shares of JPMorgan Ultra-Short Municipal Income ETF worth $741K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 64 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $3.23K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #282 holding.
  • Laurel Wealth Advisors (California) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.