MA
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Modus Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Modus Advisors’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
-11,497
Closed -$578K – 104
2022
Q3 		$578K Sell
11,497
-522
-4% -$26.4K 0.3% 63
2022
Q2 		$609K Sell
12,019
-2,376
-17% -$120K 0.31% 65
2022
Q1 		$729K Sell
14,395
-2,459
-15% -$125K 0.32% 63
2021
Q4 		$861K Sell
16,854
-1,960
-10% -$100K 0.37% 59
2021
Q3 		$961K Hold
18,814
– – 0.42% 57
2021
Q2 		$960K Sell
18,814
-4,899
-21% -$250K 0.4% 57
2021
Q1 		$1.21M Buy
23,713
+17,833
+303% +$910K 0.56% 53
2020
Q4 		$300K Buy
+5,880
New +$300K 0.16% 73

Other funds holding JMST

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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return