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Paragon Financial Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Paragon Financial 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
2022
Q3 		– Sell
-12,252
Closed -$621K – 78
2022
Q2 		$621K Sell
12,252
-983
-7% -$49.7K 0.64% 27
2022
Q1 		$670K Hold
13,235
– – 0.58% 29
2021
Q4 		$676K Buy
+13,235
New +$676K 0.56% 34

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Paragon Financial Partners's JMST Position: Q3 2022 in Review

Paragon Financial Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 12,252 shares — an estimated $621K sold.

Paragon Financial Partners first reported a position in JMST in Q4 2021 and held it in 3 quarters. The position peaked at $676K in Q4 2021. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

  • Paragon Financial Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
  • Paragon Financial Partners sold 12,252 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $621K.
  • Paragon Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 3 quarters.
  • Paragon Financial Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $676K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on Paragon Financial Partners's 13F filing for Q3 2022, filed 27 Oct 2022.