United Capital Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

United Capital Financial 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
2022 Q2	–	Sell	-23,900	Closed	-$1.21M	–	1161
2022 Q1	$1.21M	Sell	23,900 -585	-2%	-$29.7K	0.01%	628
2021 Q4	$1.25M	Buy	24,485 +4,676	+24%	+$239K	0.01%	633
2021 Q3	$1.01M	Buy	19,809 +4,518	+30%	+$231K	0.01%	681
2021 Q2	$781K	Buy	15,291 +2,240	+17%	+$114K	﹤0.01%	761
2021 Q1	$666K	Buy	13,051 +3,052	+31%	+$156K	﹤0.01%	769
2020 Q4	$510K	Buy	9,999 +2,759	+38%	+$141K	﹤0.01%	840
2020 Q3	$369K	Sell	7,240 -8,035	-53%	-$410K	﹤0.01%	904
2020 Q2	$779K	Sell	15,275 -14,551	-49%	-$739K	0.01%	732
2020 Q1	$1.5M	Buy	29,826 +2,266	+8%	+$114K	0.01%	549
2019 Q4	$1.39M	Buy	27,560 +781	+3%	+$39.4K	0.01%	683
2019 Q3	$1.35M	Buy	+26,779	New	+$1.35M	0.01%	664

Other funds holding JMST

Bank of America

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

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

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

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return