AWM
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AE Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

AE Wealth Management’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
2026
Q1 		$237K Buy
4,654
+3,228
+226% +$165K ﹤0.01% 1518
2025
Q4 		$72.6K Buy
1,426
+1,055
+284% +$53.7K ﹤0.01% 1773
2025
Q3 		$18.9K Buy
371
+298
+408% +$15.2K ﹤0.01% 1903
2025
Q2 		$3.72K Sell
73
-9
-11% -$457 ﹤0.01% 1990
2025
Q1 		$4.17K Buy
82
+68
+486% +$3.46K ﹤0.01% 1957
2024
Q4 		$710 Buy
+14
New +$711 ﹤0.01% 2061
2024
Q1 		– Sell
-54,807
Closed -$2.78M – 1593
2023
Q4 		$2.78M Sell
54,807
-83,322
-60% -$4.21M 0.01% 793
2023
Q3 		$6.97M Buy
138,129
+111,165
+412% +$5.62M 0.04% 457
2023
Q2 		$1.37M Sell
26,964
-15,491
-36% -$784K 0.01% 970
2023
Q1 		$2.16M Sell
42,455
-6,830
-14% -$346K 0.01% 767
2022
Q4 		$2.49M Buy
+49,285
New +$2.49M 0.02% 673

Other funds holding JMST

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 $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return