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REDW Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

REDW Wealth’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
-7,149
Closed -$362K – 117
2022
Q2 		$362K Sell
7,149
-9,242
-56% -$467K 0.13% 79
2022
Q1 		$830K Buy
16,391
+4,960
+43% +$252K 0.25% 44
2021
Q4 		$584K Hold
11,431
– – 0.17% 55
2021
Q3 		$584K Hold
11,431
– – 0.19% 54
2021
Q2 		$584K Hold
11,431
– – 0.18% 55
2021
Q1 		$583K Buy
+11,431
New +$584K 0.2% 53

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

REDW Wealth's JMST Position: Q3 2022 in Review

REDW Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 7,149 shares — an estimated $362K sold.

REDW Wealth first reported a position in JMST in Q1 2021 and held it in 6 quarters. The position peaked at $830K in Q1 2022. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

  • REDW Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
  • REDW Wealth sold 7,149 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $362K.
  • REDW Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 6 quarters.
  • REDW Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $830K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on REDW Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.