UCFA
JMST icon

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 $1.55T AUM 33.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

United Capital Financial Advisors's JMST Position: Q2 2022 in Review

United Capital Financial Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2022, closing a stake of 23,900 shares — an estimated $1.21M sold.

United Capital Financial Advisors first reported a position in JMST in Q3 2019 and held it in 11 quarters. The position peaked at $1.5M in Q1 2020. 302 funds tracked by Wall St. Rank hold JMST as of Q2 2022.

  • United Capital Financial Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,900 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2022, an estimated $1.21M.
  • United Capital Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and held it in 11 quarters.
  • United Capital Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.5M in Q1 2020.
  • 302 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.