Sargent Bickham Lagudis’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sargent Bickham Lagudis’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	$144K	Sell	2,840 -11,745	-81%	-$592K	0.01%	301
2022 Q3	$734K	Hold	14,585	–	–	0.07%	144
2022 Q2	$739K	Buy	14,585 +476	+3%	+$24.1K	0.06%	152
2022 Q1	$715K	Hold	14,109	–	–	0.06%	159
2021 Q4	$720K	Hold	14,109	–	–	0.05%	149
2021 Q3	$721K	Hold	14,109	–	–	0.06%	144
2021 Q2	$720K	Buy	14,109 +7,815	+124%	+$399K	0.06%	140
2021 Q1	$321K	Sell	6,294 -333	-5%	-$17K	0.03%	191
2020 Q4	$338K	Buy	6,627 +2,697	+69%	+$138K	0.03%	187
2020 Q3	$200K	Buy	+3,930	New	+$200K	0.02%	214

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

Sargent Bickham Lagudis's JMST Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 81% in Q4 2022, selling an estimated $592K and leaving 2,840 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #301.

Sargent Bickham Lagudis first reported a position in JMST in Q3 2020 and has held it in 10 quarters since. The position peaked at $739K in Q2 2022. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

Sargent Bickham Lagudis held 2,840 shares of JPMorgan Ultra-Short Municipal Income ETF worth $144K as of Q4 2022.
Sargent Bickham Lagudis sold 11,745 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $592K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #301 holding.
Sargent Bickham Lagudis first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 10 quarters since.
Sargent Bickham Lagudis's JPMorgan Ultra-Short Municipal Income ETF position peaked at $739K in Q2 2022.
353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.