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

Safeguard Investment 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
2021 Q1	–	Sell	-494	Closed	-$25K	–	410
2020 Q4	$25K	Buy	+494	New	+$25.2K	0.02%	279

Other funds holding JMST

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

Homrich & Berg Atlanta, Georgia $4.46B AUM 22.61% 1-Year Est. Return

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

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

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

Bank of America

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

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return