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WealthSource Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WealthSource Partners’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
-4,367
Closed -$220K – 510
2022
Q3 		$220K Sell
4,367
-2,101
-32% -$106K 0.02% 448
2022
Q2 		$328K Sell
6,468
-55
-0.8% -$2.78K 0.02% 382
2022
Q1 		$330K Buy
6,523
+103
+2% +$5.23K 0.02% 431
2021
Q4 		$328K Buy
+6,420
New +$328K 0.03% 414

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

WealthSource Partners's JMST Position: Q4 2022 in Review

WealthSource Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2022, closing a stake of 4,367 shares — an estimated $220K sold.

WealthSource Partners first reported a position in JMST in Q4 2021 and held it in 4 quarters. The position peaked at $330K in Q1 2022. 353 funds tracked by Wall St. Rank hold JMST as of Q4 2022.

  • WealthSource Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,367 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2022, an estimated $220K.
  • WealthSource Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 4 quarters.
  • WealthSource Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $330K in Q1 2022.
  • 353 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.