Pinion Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Pinion Investment 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 Q4	–	Sell	-8,844	Closed	-$445K	–	143
2022 Q3	$445K	Sell	8,844 -472	-5%	-$23.9K	0.39%	82
2022 Q2	$472K	Buy	9,316 +2,583	+38%	+$131K	0.39%	83
2022 Q1	$341K	Buy	6,733 +2,500	+59%	+$127K	0.24%	127
2021 Q4	$216K	Hold	4,233	–	–	0.15%	150
2021 Q3	$216K	Hold	4,233	–	–	0.17%	144
2021 Q2	$216K	Hold	4,233	–	–	0.17%	142
2021 Q1	$216K	Buy	+4,233	New	+$216K	0.2%	135

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Pinion Investment Advisors's JMST Position: Q4 2022 in Review

Pinion Investment Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022, closing a stake of 8,844 shares — an estimated $445K sold.

Pinion Investment Advisors first reported a position in JMST in Q1 2021 and held it in 7 quarters. The position peaked at $472K in Q2 2022. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

Pinion Investment Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
Pinion Investment Advisors sold 8,844 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $445K.
Pinion Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 7 quarters.
Pinion Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $472K in Q2 2022.
353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on Pinion Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.