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

Meeder 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
2022 Q2	–	Sell	-18,570	Closed	-$940K	–	2313
2022 Q1	$940K	Sell	18,570 -1,750	-9%	-$88.9K	0.05%	267
2021 Q4	$1.04M	Hold	20,320	–	–	0.1%	139
2021 Q3	$1.04M	Hold	20,320	–	–	0.05%	267
2021 Q2	$1.04M	Hold	20,320	–	–	0.05%	269
2021 Q1	$1.04M	Buy	20,320 +1,750	+9%	+$89.3K	0.05%	262
2020 Q4	$948K	Buy	18,570 +18,565	+371,300%	+$947K	0.21%	87
2020 Q3	$0	Buy	+5	New	+$255	﹤0.01%	2270
2020 Q1	–	Sell	-2,967	Closed	-$150K	–	2419
2019 Q4	$150K	Hold	2,967	–	–	0.01%	681
2019 Q3	$150K	Buy	+2,967	New	+$150K	0.01%	686

Other funds holding JMST

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 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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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

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

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

Meeder Asset Management's JMST Position: Q2 2022 in Review

Meeder Asset Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 18,570 shares — an estimated $940K sold.

Meeder Asset Management first reported a position in JMST in Q3 2019 and held it in 9 quarters. The position peaked at $1.04M in Q4 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

Meeder Asset Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
Meeder Asset Management sold 18,570 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $940K.
Meeder Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and held it in 9 quarters.
Meeder Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.04M in Q4 2021.
302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on Meeder Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.