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SAM Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

SAM 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
Q4 		– Sell
-16,913
Closed -$848K – 38
2022
Q3 		$848K Buy
16,913
+166
+1% +$8.39K 0.41% 25
2022
Q2 		$839K Sell
16,747
-2,003
-11% -$101K 0.42% 25
2022
Q1 		$943K Buy
18,750
+3,396
+22% +$173K 0.41% 25
2021
Q4 		$775K Sell
15,354
-6,826
-31% -$348K 0.35% 22
2021
Q3 		$1.12M Buy
+22,180
New +$1.13M 0.54% 23

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

SAM Advisors's JMST Position: Q4 2022 in Review

SAM Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022, closing a stake of 16,913 shares — an estimated $848K sold.

SAM Advisors first reported a position in JMST in Q3 2021 and held it in 5 quarters. The position peaked at $1.12M in Q3 2021. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • SAM Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
  • SAM Advisors sold 16,913 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $848K.
  • SAM Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and held it in 5 quarters.
  • SAM Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.12M in Q3 2021.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on SAM Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.