McCarthy Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

McCarthy Asset Management’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
2021 Q2	–	Sell	-491	Closed	-$25K	–	419
2021 Q1	$25K	Buy	491 +1	+0.2%	+$51	0.02%	133
2020 Q4	$25K	Buy	+490	New	+$25K	0.02%	128

Other funds holding JMST

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

McCarthy Asset Management's JMST Position: Q2 2021 in Review

McCarthy Asset Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2021, closing a stake of 491 shares — an estimated $25K sold.

McCarthy Asset Management first reported a position in JMST in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 225 funds tracked by Wall St. Rank hold JMST as of Q2 2021.

McCarthy Asset Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2021 after selling out during the quarter.
McCarthy Asset Management sold 491 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2021, an estimated $25K.
McCarthy Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 2 quarters.
McCarthy Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $25K in Q1 2021.
225 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2021.

Based on McCarthy Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.