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Advisor Resource Council’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-8,220
Closed -$417K – 375
2023
Q4 		$417K Buy
+8,220
New +$416K 0.05% 292

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Resource Council's JMST Position: Q1 2024 in Review

Advisor Resource Council sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 8,220 shares — an estimated $417K sold.

Advisor Resource Council first reported a position in JMST in Q4 2023 and held it in 1 quarter. The position peaked at $417K in Q4 2023. 404 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Advisor Resource Council reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • Advisor Resource Council sold 8,220 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $417K.
  • Advisor Resource Council first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 1 quarter.
  • Advisor Resource Council's JPMorgan Ultra-Short Municipal Income ETF position peaked at $417K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.