Studio Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Studio Investment 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	-67	Closed	-$3.4K	–	231
2023 Q1	$3.4K	Sell	67 -55	-45%	-$2.79K	﹤0.01%	211
2022 Q4	$6.17K	Sell	122 -87,543	-100%	-$4.41M	﹤0.01%	179
2022 Q3	$4.41M	Buy	87,665 +26,030	+42%	+$1.32M	1.59%	15
2022 Q2	$3.12M	Buy	61,635 +27,435	+80%	+$1.39M	1.08%	25
2022 Q1	$1.73M	Buy	+34,200	New	+$1.74M	0.57%	59

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Studio Investment Management's JMST Position: Q2 2023 in Review

Studio Investment Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2023, closing a stake of 67 shares — an estimated $3.4K sold.

Studio Investment Management first reported a position in JMST in Q1 2022 and held it in 5 quarters. The position peaked at $4.41M in Q3 2022. 356 funds tracked by Wall St. Rank hold JMST as of Q2 2023.

Studio Investment Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2023 after selling out during the quarter.
Studio Investment Management sold 67 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2023, an estimated $3.4K.
Studio Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and held it in 5 quarters.
Studio Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.41M in Q3 2022.
356 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2023.

Based on Studio Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.