Sterling Investment Advisors (Pennsylvania)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	-4,500	Closed	-$227K	–	142
2022 Q4	$227K	Sell	4,500 -1,000	-18%	-$50.4K	0.08%	128
2022 Q3	$277K	Hold	5,500	–	–	0.1%	119
2022 Q2	$279K	Sell	5,500 -1,000	-15%	-$50.5K	0.1%	118
2022 Q1	$329K	Hold	6,500	–	–	0.09%	119
2021 Q4	$332K	Sell	6,500 -6,800	-51%	-$347K	0.09%	119
2021 Q3	$679K	Sell	13,300 -800	-6%	-$40.9K	0.2%	101
2021 Q2	$720K	Sell	14,100 -900	-6%	-$46K	0.21%	101
2021 Q1	$766K	Hold	15,000	–	–	0.25%	96
2020 Q4	$766K	Buy	15,000 +4,500	+43%	+$230K	0.26%	87
2020 Q3	$535K	Buy	+10,500	New	+$536K	0.21%	92

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MWA

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

Sterling Investment Advisors (Pennsylvania)'s JMST Position: Q1 2023 in Review

Sterling Investment Advisors (Pennsylvania) sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2023, closing a stake of 4,500 shares — an estimated $227K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in JMST in Q3 2020 and held it in 10 quarters. The position peaked at $766K in Q1 2021. 366 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

Sterling Investment Advisors (Pennsylvania) reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 4,500 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $227K.
Sterling Investment Advisors (Pennsylvania) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and held it in 10 quarters.
Sterling Investment Advisors (Pennsylvania)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $766K in Q1 2021.
366 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2023, filed 25 Apr 2023.