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Pineno Levin & Ford Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Pineno Levin & Ford Asset Management’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
Q4 		$436K Buy
8,535
+2,550
+43% +$130K 0.13% 86
2021
Q3 		$306K Buy
+5,985
New +$306K 0.1% 95

Other funds holding JMST

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Pineno Levin & Ford Asset Management's JMST Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 43% in Q4 2021, buying an estimated $130K and bringing the position to 8,535 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #86.

Pineno Levin & Ford Asset Management first reported a position in JMST in Q3 2021 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold JMST as of Q4 2021.

  • Pineno Levin & Ford Asset Management held 8,535 shares of JPMorgan Ultra-Short Municipal Income ETF worth $436K as of Q4 2021.
  • Pineno Levin & Ford Asset Management bought 2,550 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2021, an estimated $130K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #86 holding.
  • Pineno Levin & Ford Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.