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Wealth & Pension Services Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealth & Pension Services Group’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
2019
Q3 		$821K Sell
16,280
-563
-3% -$28.4K 0.59% 48
2019
Q2 		$849K Buy
16,843
+4,938
+41% +$249K 0.62% 46
2019
Q1 		$599K Buy
+11,905
New +$599K 0.47% 62

Other funds holding JMST

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Wealth & Pension Services Group's JMST Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.3% in Q3 2019, selling an estimated $28.4K and leaving 16,280 shares worth $821K. The position accounts for 0.59% of the portfolio, ranked #48.

Wealth & Pension Services Group first reported a position in JMST in Q1 2019 and has held it in 3 quarters since. The position peaked at $849K in Q2 2019. 45 funds tracked by Wall St. Rank hold JMST as of Q3 2019.

  • Wealth & Pension Services Group held 16,280 shares of JPMorgan Ultra-Short Municipal Income ETF worth $821K as of Q3 2019.
  • Wealth & Pension Services Group sold 563 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2019, an estimated $28.4K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.59% of Wealth & Pension Services Group's portfolio in Q3 2019, its #48 holding.
  • Wealth & Pension Services Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2019 and has held it in 3 quarters since.
  • Wealth & Pension Services Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $849K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.