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Atwood & Palmer’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Atwood & Palmer’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
Q4 		– Sell
-313
Closed -$15.9K – 482
2024
Q3 		$15.9K Hold
313
– – ﹤0.01% 303
2024
Q2 		$15.9K Buy
+313
New +$15.9K ﹤0.01% 317

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
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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atwood & Palmer's JMST Position: Q4 2024 in Review

Atwood & Palmer sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 313 shares — an estimated $15.9K sold.

Atwood & Palmer first reported a position in JMST in Q2 2024 and held it in 2 quarters. The position peaked at $15.9K in Q3 2024. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Atwood & Palmer reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Atwood & Palmer sold 313 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $15.9K.
  • Atwood & Palmer first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and held it in 2 quarters.
  • Atwood & Palmer's JPMorgan Ultra-Short Municipal Income ETF position peaked at $15.9K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.