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Moneta Group Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Moneta Group Investment 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
2023
Q1 		– Sell
-20,129
Closed -$1.02M – 547
2022
Q4 		$1.02M Buy
+20,129
New +$1.02M 0.03% 202

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Moneta Group Investment Advisors's JMST Position: Q1 2023 in Review

Moneta Group Investment Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2023, closing a stake of 20,129 shares — an estimated $1.02M sold.

Moneta Group Investment Advisors first reported a position in JMST in Q4 2022 and held it in 1 quarter. The position peaked at $1.02M in Q4 2022. 367 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

  • Moneta Group Investment Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 20,129 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $1.02M.
  • Moneta Group Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 1 quarter.
  • Moneta Group Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.02M in Q4 2022.
  • 367 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.