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

Mosaic 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
Q1 		– Sell
-15,709
Closed -$802K – 36
2021
Q4 		$802K Sell
15,709
-107,749
-87% -$5.5M 0.59% 14
2021
Q3 		$6.31M Buy
123,458
+1,290
+1% +$65.9K 4.2% 6
2021
Q2 		$6.24M Buy
122,168
+1,795
+1% +$91.6K 4.07% 6
2021
Q1 		$6.14M Buy
+120,373
New +$6.14M 5.2% 5

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Mosaic Advisors's JMST Position: Q1 2022 in Review

Mosaic Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2022, closing a stake of 15,709 shares — an estimated $802K sold.

Mosaic Advisors first reported a position in JMST in Q1 2021 and held it in 4 quarters. The position peaked at $6.31M in Q3 2021. 302 funds tracked by Wall St. Rank hold JMST as of Q1 2022.

  • Mosaic Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2022 after selling out during the quarter.
  • Mosaic Advisors sold 15,709 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2022, an estimated $802K.
  • Mosaic Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 4 quarters.
  • Mosaic Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.31M in Q3 2021.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.