San Francisco Sentry Investment Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

San Francisco Sentry Investment 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 Q2	$205K	Hold	4,007	–	–	0.11%	199
2021 Q1	$205K	Buy	4,007 +1	+0%	+$51	0.09%	220
2020 Q4	$204K	Buy	4,006 +2	+0%	+$102	0.1%	197
2020 Q3	$204K	Buy	4,004 +1	+0%	+$51	0.1%	184
2020 Q2	$204K	Buy	4,003 +3,502	+699%	+$178K	0.11%	176
2020 Q1	$25K	Buy	+501	New	+$25.3K	0.02%	360

Other funds holding JMST

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

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

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

CCWA

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

Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

San Francisco Sentry Investment Group's JMST Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2021 at 4,007 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #199.

San Francisco Sentry Investment Group first reported a position in JMST in Q1 2020 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold JMST as of Q2 2021.

San Francisco Sentry Investment Group held 4,007 shares of JPMorgan Ultra-Short Municipal Income ETF worth $205K as of Q2 2021.
San Francisco Sentry Investment Group left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2021.
JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #199 holding.
San Francisco Sentry Investment Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2020 and has held it in 6 quarters since.
225 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.