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Regent Peak Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Regent Peak Wealth 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
Q3 		– Sell
-9,780
Closed -$495K – 155
2022
Q2 		$495K Hold
9,780
– – 0.16% 84
2022
Q1 		$495K Hold
9,780
– – 0.14% 86
2021
Q4 		$499K Hold
9,780
– – 0.14% 93
2021
Q3 		$500K Buy
+9,780
New +$500K 0.14% 91

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

Regent Peak Wealth Advisors's JMST Position: Q3 2022 in Review

Regent Peak Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2022, closing a stake of 9,780 shares — an estimated $495K sold.

Regent Peak Wealth Advisors first reported a position in JMST in Q3 2021 and held it in 4 quarters. The position peaked at $500K in Q3 2021. 323 funds tracked by Wall St. Rank hold JMST as of Q3 2022.

  • Regent Peak Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 9,780 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2022, an estimated $495K.
  • Regent Peak Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and held it in 4 quarters.
  • Regent Peak Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $500K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.