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New England Investment & Retirement Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

New England Investment & Retirement Group’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
Q3 		– Sell
-176,935
Closed -$9.02M – 73
2020
Q2 		$9.02M Buy
176,935
+28,675
+19% +$1.46M 2.27% 13
2020
Q1 		$7.48M Buy
+148,260
New +$7.48M 3.18% 12

Other funds holding JMST

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return

New England Investment & Retirement Group's JMST Position: Q3 2020 in Review

New England Investment & Retirement Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2020, closing a stake of 176,935 shares — an estimated $9.02M sold.

New England Investment & Retirement Group first reported a position in JMST in Q1 2020 and held it in 2 quarters. The position peaked at $9.02M in Q2 2020. 127 funds tracked by Wall St. Rank hold JMST as of Q3 2020.

  • New England Investment & Retirement Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 176,935 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2020, an estimated $9.02M.
  • New England Investment & Retirement Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2020 and held it in 2 quarters.
  • New England Investment & Retirement Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.02M in Q2 2020.
  • 127 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2020.

Based on New England Investment & Retirement Group's 13F filing for Q3 2020, filed 26 Oct 2020.