Pacific Capital Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Pacific Capital 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	-13,883	Closed	-$703K	–	86
2022 Q2	$703K	Sell	13,883 -296	-2%	-$15K	0.19%	55
2022 Q1	$718K	Buy	14,179 +275	+2%	+$14K	0.21%	58
2021 Q4	$710K	Hold	13,904	–	–	0.2%	58
2021 Q3	$710K	Sell	13,904 -17,146	-55%	-$876K	0.23%	57
2021 Q2	$1.58M	Sell	31,050 -2,350	-7%	-$120K	0.8%	36
2021 Q1	$1.71M	Buy	33,400 +2,125	+7%	+$108K	0.95%	32
2020 Q4	$1.6M	Buy	31,275 +4,353	+16%	+$222K	0.91%	34
2020 Q3	$1.37M	Sell	26,922 -1,778	-6%	-$90.7K	0.82%	32
2020 Q2	$1.46M	Sell	28,700 -56,287	-66%	-$2.86M	0.99%	30
2020 Q1	$4.29M	Buy	+84,987	New	+$4.29M	3.24%	10

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 $15.5B AUM 18.35% 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 $2.09B AUM 16.49% 1-Year Est. Return

Pacific Capital Wealth Advisors's JMST Position: Q3 2022 in Review

Pacific Capital Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 13,883 shares — an estimated $703K sold.

Pacific Capital Wealth Advisors first reported a position in JMST in Q1 2020 and held it in 10 quarters. The position peaked at $4.29M in Q1 2020. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

Pacific Capital Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 13,883 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $703K.
Pacific Capital Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2020 and held it in 10 quarters.
Pacific Capital Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.29M in Q1 2020.
323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.