AI
JMST icon

Atria Investments’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Atria Investments’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 		– Sell
-8,032
Closed -$409K – 2109
2025
Q4 		$409K Buy
8,032
+263
+3% +$13.4K ﹤0.01% 1561
2025
Q3 		$397K Sell
7,769
-5,576
-42% -$284K ﹤0.01% 1565
2025
Q2 		$680K Buy
13,345
+1,465
+12% +$74.4K 0.01% 1258
2025
Q1 		$604K Sell
11,880
-25,039
-68% -$1.27M 0.01% 1243
2024
Q4 		$1.87M Buy
36,919
+2,593
+8% +$132K 0.02% 703
2024
Q3 		$1.75M Buy
34,326
+1,520
+5% +$77.3K 0.02% 715
2024
Q2 		$1.66M Buy
32,806
+283
+0.9% +$14.3K 0.02% 713
2024
Q1 		$1.65M Buy
+32,523
New +$1.65M 0.02% 734
2023
Q2 		– Sell
-62,774
Closed -$3.19M – 860
2023
Q1 		$3.19M Buy
+62,774
New +$3.18M 0.06% 377

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