LB
JMST icon

Leo Brokerage’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Leo Brokerage’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
-4,262
Closed -$216K – 223
2022
Q1 		$216K Buy
+4,262
New +$217K 0.03% 227
2021
Q3 		$217K Buy
4,256
+2
+0% +$102 0.04% 169
2021
Q2 		$217K Sell
4,254
-3,126
-42% -$160K 0.04% 176
2021
Q1 		$377K Buy
+7,380
New +$377K 0.11% 127

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

Leo Brokerage's JMST Position: Q2 2022 in Review

Leo Brokerage sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 4,262 shares — an estimated $216K sold.

Leo Brokerage first reported a position in JMST in Q1 2021 and held it in 4 quarters. The position peaked at $377K in Q1 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • Leo Brokerage reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • Leo Brokerage sold 4,262 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $216K.
  • Leo Brokerage first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 4 quarters.
  • Leo Brokerage's JPMorgan Ultra-Short Municipal Income ETF position peaked at $377K in Q1 2021.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.