AWS
JMST icon

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return