Principal Financial Group
JMST icon

Principal Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-16,105
Closed -$816K – 2538
2022
Q2 		$816K Sell
16,105
-271,454
-94% -$13.7M ﹤0.01% 1960
2022
Q1 		$14.6M Buy
287,559
+110,306
+62% +$5.6M 0.01% 1139
2021
Q4 		$9.05M Buy
+177,253
New +$9.05M 0.01% 1450

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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

Principal Financial Group's JMST Position: Q3 2022 in Review

Principal Financial Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 16,105 shares — an estimated $816K sold.

Principal Financial Group first reported a position in JMST in Q4 2021 and held it in 3 quarters. The position peaked at $14.6M in Q1 2022. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

  • Principal Financial Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 16,105 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $816K.
  • Principal Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 3 quarters.
  • Principal Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $14.6M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.