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

Aries 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 		$1.6M Buy
31,470
+11,800
+60% +$602K 0.35% 64
2025
Q4 		$1M Buy
19,670
+14,240
+262% +$725K 0.22% 97
2025
Q3 		$277K Buy
+5,430
New +$277K 0.07% 192
2025
Q2 		– Sell
-6,020
Closed -$306K – 223
2025
Q1 		$306K Sell
6,020
-280
-4% -$14.2K 0.08% 175
2024
Q4 		$319K Buy
6,300
+650
+12% +$33K 0.09% 172
2024
Q3 		$288K Buy
+5,650
New +$287K 0.08% 189

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 $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B 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 $530B 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