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

Northstar 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
Q3 		$249K Buy
+4,898
New +$250K 0.12% 125

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 $44.6B AUM 28.94% 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

Northstar Wealth Partners's JMST Position: Q3 2020 in Review

Northstar Wealth Partners opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2020: 4,898 shares worth $249K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings.

127 funds tracked by Wall St. Rank hold JMST as of Q3 2020.

  • Northstar Wealth Partners held 4,898 shares of JPMorgan Ultra-Short Municipal Income ETF worth $249K as of Q3 2020.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Northstar Wealth Partners position in Q3 2020.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Northstar Wealth Partners's portfolio in Q3 2020, its #125 holding.
  • 127 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.