RAG
JMST icon

RIA Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

RIA Advisory 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
2023
Q1 		– Sell
-10,000
Closed -$505K – 135
2022
Q4 		$505K Buy
+10,000
New +$504K 0.29% 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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

RIA Advisory Group's JMST Position: Q1 2023 in Review

RIA Advisory Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2023, closing a stake of 10,000 shares — an estimated $505K sold.

RIA Advisory Group first reported a position in JMST in Q4 2022 and held it in 1 quarter. The position peaked at $505K in Q4 2022. 367 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

  • RIA Advisory Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
  • RIA Advisory Group sold 10,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $505K.
  • RIA Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 1 quarter.
  • RIA Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $505K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on RIA Advisory Group's 13F filing for Q1 2023, filed 25 Apr 2023.