LI
JMST icon

LMCG Investments’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

LMCG Investments’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 		– Sell
-65,223
Closed -$3.28M – 313
2022
Q3 		$3.28M Buy
+65,223
New +$3.3M 0.24% 114

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 22.9% 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

LMCG Investments's JMST Position: Q4 2022 in Review

LMCG Investments sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022, closing a stake of 65,223 shares — an estimated $3.28M sold.

LMCG Investments first reported a position in JMST in Q3 2022 and held it in 1 quarter. The position peaked at $3.28M in Q3 2022. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • LMCG Investments reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
  • LMCG Investments sold 65,223 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $3.28M.
  • LMCG Investments first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 1 quarter.
  • LMCG Investments's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.28M in Q3 2022.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.