Secure Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Secure Asset Management’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
2023 Q2	–	Sell	-7,476	Closed	-$380K	–	196
2023 Q1	$380K	Buy	7,476 +462	+7%	+$23.4K	0.13%	133
2022 Q4	$354K	Buy	+7,014	New	+$354K	0.13%	134
2022 Q1	–	Sell	-6,094	Closed	-$311K	–	220
2021 Q4	$311K	Buy	6,094 +380	+7%	+$19.4K	0.13%	142
2021 Q3	$292K	Sell	5,714 -318	-5%	-$16.2K	0.14%	127
2021 Q2	$308K	Buy	+6,032	New	+$308K	0.16%	131

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWA

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Secure Asset Management's JMST Position: Q2 2023 in Review

Secure Asset Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 7,476 shares — an estimated $380K sold.

Secure Asset Management first reported a position in JMST in Q2 2021 and held it in 5 quarters. The position peaked at $380K in Q1 2023. 356 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

Secure Asset Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
Secure Asset Management sold 7,476 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $380K.
Secure Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 5 quarters.
Secure Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $380K in Q1 2023.
356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Secure Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.