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Wealthstreet Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealthstreet Investment 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
2020
Q4 		– Sell
-5,000
Closed -$255K – 351
2020
Q3 		$255K Sell
5,000
-2,000
-29% -$102K 0.03% 294
2020
Q2 		$357K Buy
+7,000
New +$355K 0.04% 250

Other funds holding JMST

HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthstreet Investment Advisors's JMST Position: Q4 2020 in Review

Wealthstreet Investment Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2020, closing a stake of 5,000 shares — an estimated $255K sold.

Wealthstreet Investment Advisors first reported a position in JMST in Q2 2020 and held it in 2 quarters. The position peaked at $357K in Q2 2020. 168 funds tracked by Wall St. Rank hold JMST as of Q4 2020.

  • Wealthstreet Investment Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2020 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2020, an estimated $255K.
  • Wealthstreet Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $357K in Q2 2020.
  • 168 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2020.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.