Mariner Independent Advisor Network’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mariner Independent Advisor Network’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 Q3	$693K	Buy	+13,780	New	+$696K	0.03%	428
2020 Q1	–	Sell	-24,613	Closed	-$1.24M	–	383
2019 Q4	$1.24M	Buy	+24,613	New	+$1.24M	0.09%	229

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Mariner Independent Advisor Network's JMST Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022: 13,780 shares worth $693K. The stake represents 0.03% of the portfolio and ranks #428 among its holdings. This is a return to the name: Mariner Independent Advisor Network previously reported a position in JMST as recently as Q4 2019.

Mariner Independent Advisor Network first reported a position in JMST in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.24M in Q4 2019. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

Mariner Independent Advisor Network held 13,780 shares of JPMorgan Ultra-Short Municipal Income ETF worth $693K as of Q3 2022.
JPMorgan Ultra-Short Municipal Income ETF was a new Mariner Independent Advisor Network position in Q3 2022.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #428 holding.
Mariner Independent Advisor Network first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and has held it in 2 quarters since.
Mariner Independent Advisor Network's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.24M in Q4 2019.
323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.