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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

CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Safeguard Investment Advisory Group's JMST Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2021, closing a stake of 494 shares — an estimated $25K sold.

Safeguard Investment Advisory Group first reported a position in JMST in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 199 funds tracked by Wall St. Rank hold JMST as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 494 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2021, an estimated $25K.
  • Safeguard Investment Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $25K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.