Polen Capital Management
JMST icon

Polen Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Polen Capital 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
2022
Q4 		– Sell
-5,875
Closed -$296K – 95
2022
Q3 		$296K Buy
+5,875
New +$297K ﹤0.01% 85

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KA
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Polen Capital Management's JMST Position: Q4 2022 in Review

Polen Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022, closing a stake of 5,875 shares — an estimated $296K sold.

Polen Capital Management first reported a position in JMST in Q3 2022 and held it in 1 quarter. The position peaked at $296K in Q3 2022. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • Polen Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
  • Polen Capital Management sold 5,875 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $296K.
  • Polen Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 1 quarter.
  • Polen Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $296K in Q3 2022.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on Polen Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.