Shorepoint Capital Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Shorepoint Capital Partners’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 Q1	–	Sell	-7,934	Closed	-$401K	–	133
2022 Q4	$401K	Hold	7,934	–	–	0.11%	109
2022 Q3	$399K	Sell	7,934 -30,715	-79%	-$1.55M	0.19%	68
2022 Q2	$1.96M	Buy	38,649 +19,821	+105%	+$1M	0.83%	48
2022 Q1	$953K	Sell	18,828 -140,588	-88%	-$7.14M	0.4%	59
2021 Q4	$8.14M	Buy	159,416 +19,575	+14%	+$999K	3.3%	4
2021 Q3	$7.14M	Buy	+139,841	New	+$7.14M	3.21%	3
2021 Q1	$4.03M	Buy	78,925 +59,950	+316%	+$3.06M	2.15%	14
2020 Q4	$968K	Buy	18,975 +4,825	+34%	+$246K	0.54%	55
2020 Q3	$722K	Buy	+14,150	New	+$722K	0.45%	58

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

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

GSIS

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

MWA

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

Shorepoint Capital Partners's JMST Position: Q1 2023 in Review

Shorepoint Capital Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2023, closing a stake of 7,934 shares — an estimated $401K sold.

Shorepoint Capital Partners first reported a position in JMST in Q3 2020 and held it in 9 quarters. The position peaked at $8.14M in Q4 2021. 367 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

Shorepoint Capital Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
Shorepoint Capital Partners sold 7,934 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $401K.
Shorepoint Capital Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and held it in 9 quarters.
Shorepoint Capital Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.14M in Q4 2021.
367 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on Shorepoint Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.