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Pathstone Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-15,000
Closed -$766K – 1005
2020
Q4 		$766K Hold
15,000
– – 0.03% 136
2020
Q3 		$765K Hold
15,000
– – 0.08% 94
2020
Q2 		$765K Buy
+15,000
New +$762K 0.09% 87

Other funds holding JMST

CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
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 $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Pathstone Family Office's JMST Position: Q1 2021 in Review

Pathstone Family Office sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2021, closing a stake of 15,000 shares — an estimated $766K sold.

Pathstone Family Office first reported a position in JMST in Q2 2020 and held it in 3 quarters. The position peaked at $766K in Q4 2020. 199 funds tracked by Wall St. Rank hold JMST as of Q1 2021.

  • Pathstone Family Office reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 15,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2021, an estimated $766K.
  • Pathstone Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $766K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.