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

Avior 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
2025 Q1	–	Sell	-161	Closed	-$8.16K	–	1573
2024 Q4	$8.16K	Hold	161	–	–	﹤0.01%	1689
2024 Q3	$8.2K	Sell	161 -95	-37%	-$4.83K	﹤0.01%	1619
2024 Q2	$13K	Hold	256	–	–	﹤0.01%	1444
2024 Q1	$13K	Buy	+256	New	+$13K	﹤0.01%	1773
2023 Q1	–	Hold	0	–	–	–	1626
2022 Q4	–	Hold	0	–	–	–	1276

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

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

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

RCA

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Avior Wealth Management's JMST Position: Q1 2025 in Review

Avior Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 161 shares — an estimated $8.16K sold.

Avior Wealth Management first reported a position in JMST in Q1 2024 and held it in 4 quarters. The position peaked at $13K in Q2 2024. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

Avior Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 161 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $8.16K.
Avior Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13K in Q2 2024.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.