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Meridian Financial Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Meridian Financial Partners’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
2023
Q2 		– Sell
-7,960
Closed -$404K – 89
2023
Q1 		$404K Sell
7,960
-7,060
-47% -$357K 0.46% 35
2022
Q4 		$761K Buy
+15,020
New +$757K 0.86% 28

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Meridian Financial Partners's JMST Position: Q2 2023 in Review

Meridian Financial Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 7,960 shares — an estimated $404K sold.

Meridian Financial Partners first reported a position in JMST in Q4 2022 and held it in 2 quarters. The position peaked at $761K in Q4 2022. 355 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

  • Meridian Financial Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
  • Meridian Financial Partners sold 7,960 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $404K.
  • Meridian Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 2 quarters.
  • Meridian Financial Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $761K in Q4 2022.
  • 355 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Meridian Financial Partners's 13F filing for Q2 2023, filed 24 Jul 2023.