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StrategIQ Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

StrategIQ Financial Group’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
Q4 		$273K Buy
5,385
+590
+12% +$29.8K 0.03% 266
2023
Q3 		$242K Buy
4,795
+145
+3% +$7.33K 0.03% 273
2023
Q2 		$236K Buy
+4,650
New +$235K 0.03% 281

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

StrategIQ Financial Group's JMST Position: Q4 2023 in Review

StrategIQ Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q4 2023, buying an estimated $29.8K and bringing the position to 5,385 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #266.

StrategIQ Financial Group first reported a position in JMST in Q2 2023 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

  • StrategIQ Financial Group held 5,385 shares of JPMorgan Ultra-Short Municipal Income ETF worth $273K as of Q4 2023.
  • StrategIQ Financial Group bought 590 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2023, an estimated $29.8K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #266 holding.
  • StrategIQ Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.