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Sowell Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sowell Financial Services’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
-5,874
Closed -$298K – 696
2023
Q1 		$298K Buy
+5,874
New +$297K 0.02% 557

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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

Sowell Financial Services's JMST Position: Q2 2023 in Review

Sowell Financial Services sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 5,874 shares — an estimated $298K sold.

Sowell Financial Services first reported a position in JMST in Q1 2023 and held it in 1 quarter. The position peaked at $298K in Q1 2023. 356 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

  • Sowell Financial Services reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 5,874 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $298K.
  • Sowell Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $298K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.