MYCIO Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MYCIO Wealth 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
2020 Q1	–	Sell	-5,106	Closed	-$258K	–	226
2019 Q4	$258K	Hold	5,106	–	–	0.02%	292
2019 Q3	$257K	Hold	5,106	–	–	0.02%	265
2019 Q2	$257K	Hold	5,106	–	–	0.02%	264
2019 Q1	$257K	Sell	5,106 -15,416	-75%	-$776K	0.02%	241
2018 Q4	$1.03M	Buy	+20,522	New	+$1.03M	0.1%	97

Other funds holding JMST

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LDFR

Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

MYCIO Wealth Partners's JMST Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2020, closing a stake of 5,106 shares — an estimated $258K sold.

MYCIO Wealth Partners first reported a position in JMST in Q4 2018 and held it in 5 quarters. The position peaked at $1.03M in Q4 2018. 67 funds tracked by Wall St. Rank hold JMST as of Q1 2020.

MYCIO Wealth Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 5,106 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2020, an estimated $258K.
MYCIO Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2018 and held it in 5 quarters.
MYCIO Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.03M in Q4 2018.
67 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.