Bank of Montreal
JMST icon

Bank of Montreal’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bank of Montreal’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 		$1.32K Hold
26
– – ﹤0.01% 3701
2025
Q4 		$1.33K Buy
+26
New +$1.32K ﹤0.01% 3553
2024
Q4 		– Sell
-980
Closed -$49.9K – 3761
2024
Q3 		$49.9K Hold
980
– – ﹤0.01% 3417
2024
Q2 		$49.7K Hold
980
– – ﹤0.01% 3425
2024
Q1 		$49.7K Sell
980
-9
-0.9% -$457 ﹤0.01% 3453
2023
Q4 		$50.2K Buy
+989
New +$50K ﹤0.01% 3561
2021
Q2 		– Sell
-55,936
Closed -$2.85M – 4299
2021
Q1 		$2.85M Sell
55,936
-23,535
-30% -$1.2M ﹤0.01% 1610
2020
Q4 		$4.06M Buy
79,471
+40,182
+102% +$2.05M ﹤0.01% 1506
2020
Q3 		$2M Buy
39,289
+22,034
+128% +$1.12M ﹤0.01% 1659
2020
Q2 		$879K Buy
17,255
+7,715
+81% +$392K ﹤0.01% 1993
2020
Q1 		$478K Buy
9,540
+9,160
+2,411% +$462K ﹤0.01% 2000
2019
Q4 		$19K Buy
+380
New +$19.2K ﹤0.01% 4341

Other funds holding JMST

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LPL Financial
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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