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

V Wealth 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 Q4	–	Sell	-16,622	Closed	-$836K	–	387
2022 Q3	$836K	Sell	16,622 -5,810	-26%	-$294K	0.17%	135
2022 Q2	$1.14M	Buy	22,432 +6,625	+42%	+$335K	0.21%	116
2022 Q1	$801K	Buy	15,807 +488	+3%	+$24.8K	0.13%	176
2021 Q4	$782K	Buy	+15,319	New	+$782K	0.11%	179
2021 Q3	–	Sell	-15,982	Closed	-$816K	–	556
2021 Q2	$816K	Sell	15,982 -1,280	-7%	-$65.4K	0.13%	179
2021 Q1	$881K	Buy	+17,262	New	+$881K	0.16%	156

Other funds holding JMST

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

V Wealth Advisors's JMST Position: Q4 2022 in Review

V Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022, closing a stake of 16,622 shares — an estimated $836K sold.

V Wealth Advisors first reported a position in JMST in Q1 2021 and held it in 6 quarters. The position peaked at $1.14M in Q2 2022. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

V Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 16,622 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $836K.
V Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 6 quarters.
V Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.14M in Q2 2022.
353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.