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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
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return