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Tiedemann Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Tiedemann Advisors’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
2021
Q3 		– Sell
-11,769
Closed -$601K – 333
2021
Q2 		$601K Hold
11,769
– – 0.02% 216
2021
Q1 		$601K Buy
+11,769
New +$601K 0.03% 198

Other funds holding JMST

TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
CP
Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AA
Auxano Advisors Bellevue, Washington $528M AUM 23.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Tiedemann Advisors's JMST Position: Q3 2021 in Review

Tiedemann Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2021, closing a stake of 11,769 shares — an estimated $601K sold.

Tiedemann Advisors first reported a position in JMST in Q1 2021 and held it in 2 quarters. The position peaked at $601K in Q2 2021. 255 funds tracked by Wall St. Rank hold JMST as of Q3 2021.

  • Tiedemann Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 11,769 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2021, an estimated $601K.
  • Tiedemann Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 2 quarters.
  • Tiedemann Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $601K in Q2 2021.
  • 255 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.