New England Private Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

New England Private Wealth 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 Q3	–	Sell	-11,750	Closed	-$595K	–	100
2022 Q2	$595K	Hold	11,750	–	–	0.11%	70
2022 Q1	$595K	Sell	11,750 -81,068	-87%	-$4.12M	0.11%	70
2021 Q4	$4.74M	Hold	92,818	–	–	0.82%	29
2021 Q3	$4.74M	Hold	92,818	–	–	0.88%	26
2021 Q2	$4.74M	Hold	92,818	–	–	0.9%	24
2021 Q1	$4.74M	Buy	+92,818	New	+$4.74M	0.82%	29

Other funds holding JMST

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

New England Private Wealth Advisors's JMST Position: Q3 2022 in Review

New England Private Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 11,750 shares — an estimated $595K sold.

New England Private Wealth Advisors first reported a position in JMST in Q1 2021 and held it in 6 quarters. The position peaked at $4.74M in Q3 2021. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

New England Private Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
New England Private Wealth Advisors sold 11,750 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $595K.
New England Private Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 6 quarters.
New England Private Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.74M in Q3 2021.
323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on New England Private Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.