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

RVW 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
2020
Q2 		– Sell
-39,700
Closed -$2M – 104
2020
Q1 		$2M Buy
39,700
+71
+0.2% +$3.58K 0.47% 48
2019
Q4 		$2M Buy
+39,629
New +$2M 0.44% 35

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RVW Wealth's JMST Position: Q2 2020 in Review

RVW Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2020, closing a stake of 39,700 shares — an estimated $2M sold.

RVW Wealth first reported a position in JMST in Q4 2019 and held it in 2 quarters. The position peaked at $2M in Q1 2020. 96 funds tracked by Wall St. Rank hold JMST as of Q2 2020.

  • RVW Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2020 after selling out during the quarter.
  • RVW Wealth sold 39,700 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2020, an estimated $2M.
  • RVW Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and held it in 2 quarters.
  • RVW Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2M in Q1 2020.
  • 96 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2020.

Based on RVW Wealth's 13F filing for Q2 2020, filed 13 Jul 2020.