Winfield Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Winfield Associates’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 Q1	$1.7M	Buy	33,500 +16,500	+97%	+$838K	0.61%	44
2021 Q4	$868K	Hold	17,000	–	–	0.29%	77
2021 Q3	$868K	Hold	17,000	–	–	0.32%	70
2021 Q2	$868K	Buy	17,000 +8,000	+89%	+$408K	0.32%	69
2021 Q1	$459K	Buy	+9,000	New	+$459K	0.19%	97

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Corbenic Partners Bethlehem, Pennsylvania $380M AUM 10.47% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Winfield Associates's JMST Position: Q1 2022 in Review

Winfield Associates increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 97% in Q1 2022, buying an estimated $838K and bringing the position to 33,500 shares worth $1.7M. The position accounts for 0.61% of the portfolio, ranked #44.

Winfield Associates first reported a position in JMST in Q1 2021 and has held it in 5 quarters since. 304 funds tracked by Wall St. Rank hold JMST as of Q1 2022.

Winfield Associates held 33,500 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.7M as of Q1 2022.
Winfield Associates bought 16,500 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2022, an estimated $838K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.61% of Winfield Associates's portfolio in Q1 2022, its #44 holding.
Winfield Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 5 quarters since.
304 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.