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

Atria Wealth Solutions’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
2025 Q2	$426K	Sell	8,366 -884	-10%	-$44.9K	0.01%	990
2025 Q1	$470K	Buy	9,250 +120	+1%	+$6.1K	0.01%	1229
2024 Q4	$463K	Sell	9,130 -467	-5%	-$23.7K	0.01%	1314
2024 Q3	$489K	Buy	9,597 +1,622	+20%	+$82.5K	0.01%	1258
2024 Q2	$405K	Buy	+7,975	New	+$404K	﹤0.01%	1338
2023 Q4	–	Sell	-3,985	Closed	-$201K	–	1982
2023 Q3	$201K	Sell	3,985 -920	-19%	-$46.5K	﹤0.01%	1700
2023 Q2	$248K	Sell	4,905 -14,045	-74%	-$711K	﹤0.01%	1555
2023 Q1	$962K	Buy	18,950 +6,006	+46%	+$304K	0.01%	811
2022 Q4	$655K	Buy	+12,944	New	+$653K	0.01%	952

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atria Wealth Solutions's JMST Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.6% in Q2 2025, selling an estimated $44.9K and leaving 8,366 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #990.

Atria Wealth Solutions first reported a position in JMST in Q4 2022 and has held it in 9 quarters since. The position peaked at $962K in Q1 2023. 500 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Atria Wealth Solutions held 8,366 shares of JPMorgan Ultra-Short Municipal Income ETF worth $426K as of Q2 2025.
Atria Wealth Solutions sold 884 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $44.9K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #990 holding.
Atria Wealth Solutions first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's JPMorgan Ultra-Short Municipal Income ETF position peaked at $962K in Q1 2023.
500 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.