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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
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 $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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 $1.02B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return