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Williams Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Williams Financial’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
2023
Q1 		– Sell
-123,502
Closed -$6.24M – 32
2022
Q4 		$6.24M Buy
+123,502
New +$6.23M 5.42% 9

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Williams Financial's JMST Position: Q1 2023 in Review

Williams Financial sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2023, closing a stake of 123,502 shares — an estimated $6.24M sold.

Williams Financial first reported a position in JMST in Q4 2022 and held it in 1 quarter. The position peaked at $6.24M in Q4 2022. 367 funds tracked by Wall St. Rank hold JMST as of Q1 2023.

  • Williams Financial reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2023 after selling out during the quarter.
  • Williams Financial sold 123,502 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2023, an estimated $6.24M.
  • Williams Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 1 quarter.
  • Williams Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.24M in Q4 2022.
  • 367 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2023.

Based on Williams Financial's 13F filing for Q1 2023, filed 11 Apr 2023.