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Atlas Private Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Atlas Private 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
2024
Q1 		$8.54M Buy
168,211
+6,150
+4% +$312K 3.59% 2
2023
Q4 		$8.22M Buy
+162,061
New +$8.19M 3.87% 3

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 $2.09B AUM 20.07% 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

Atlas Private Wealth Management's JMST Position: Q1 2024 in Review

Atlas Private Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.8% in Q1 2024, buying an estimated $312K and bringing the position to 168,211 shares worth $8.54M. The position accounts for 3.59% of the portfolio, ranked #2.

Atlas Private Wealth Management first reported a position in JMST in Q4 2023 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Atlas Private Wealth Management held 168,211 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.54M as of Q1 2024.
  • Atlas Private Wealth Management bought 6,150 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $312K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 3.59% of Atlas Private Wealth Management's portfolio in Q1 2024, its #2 holding.
  • Atlas Private Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.