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Morton Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Morton Capital 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
Q3 		– Sell
-5,877
Closed -$298K – 84
2022
Q2 		$298K Buy
+5,877
New +$297K 0.13% 67

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Morton Capital Management's JMST Position: Q3 2022 in Review

Morton Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 5,877 shares — an estimated $298K sold.

Morton Capital Management first reported a position in JMST in Q2 2022 and held it in 1 quarter. The position peaked at $298K in Q2 2022. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

  • Morton Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
  • Morton Capital Management sold 5,877 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $298K.
  • Morton Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and held it in 1 quarter.
  • Morton Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $298K in Q2 2022.
  • 323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on Morton Capital Management's 13F filing for Q3 2022, filed 5 Dec 2023.