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Seed Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Seed Wealth 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
-16,750
Closed -$851K – 144
2023
Q1 		$851K Sell
16,750
-36,550
-69% -$1.85M 0.96% 25
2022
Q4 		$2.69M Buy
+53,300
New +$2.69M 3.08% 7

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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

Seed Wealth Management's JMST Position: Q2 2023 in Review

Seed Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 16,750 shares — an estimated $851K sold.

Seed Wealth Management first reported a position in JMST in Q4 2022 and held it in 2 quarters. The position peaked at $2.69M in Q4 2022. 356 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

  • Seed Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
  • Seed Wealth Management sold 16,750 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $851K.
  • Seed Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 2 quarters.
  • Seed Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.69M in Q4 2022.
  • 356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Seed Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.