Professional Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Professional Planning’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 Q3	$605K	Buy	11,860 +3,575	+43%	+$183K	0.29%	62
2021 Q2	$422K	Buy	8,285 +4	+0%	+$204	0.19%	81
2021 Q1	$422K	Buy	8,281 +3,337	+67%	+$170K	0.21%	77
2020 Q4	$252K	Buy	+4,944	New	+$252K	0.1%	120

Other funds holding JMST

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Auxano Advisors Bellevue, Washington $501M AUM 24.15% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Professional Planning's JMST Position: Q3 2021 in Review

Professional Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 43% in Q3 2021, buying an estimated $183K and bringing the position to 11,860 shares worth $605K. The position accounts for 0.29% of the portfolio, ranked #62.

Professional Planning first reported a position in JMST in Q4 2020 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold JMST as of Q3 2021.

Professional Planning held 11,860 shares of JPMorgan Ultra-Short Municipal Income ETF worth $605K as of Q3 2021.
Professional Planning bought 3,575 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2021, an estimated $183K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.29% of Professional Planning's portfolio in Q3 2021, its #62 holding.
Professional Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 4 quarters since.
255 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.