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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return