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

Baystate 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
2023 Q4	$2.41M	Buy	47,410 +269	+0.6%	+$13.6K	0.18%	51
2023 Q3	$2.38M	Sell	47,141 -4,280	-8%	-$216K	0.2%	48
2023 Q2	$2.6M	Buy	51,421 +726	+1%	+$36.7K	0.21%	46
2023 Q1	$2.57M	Sell	50,695 -3,786	-7%	-$192K	0.22%	42
2022 Q4	$2.75M	Sell	54,481 -2,046	-4%	-$103K	0.25%	41
2022 Q3	$2.84M	Buy	+56,527	New	+$2.86M	0.29%	33

Other funds holding JMST

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

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

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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Baystate Wealth Management's JMST Position: Q4 2023 in Review

Baystate Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.57% in Q4 2023, buying an estimated $13.6K and bringing the position to 47,410 shares worth $2.41M. The position accounts for 0.18% of the portfolio, ranked #51.

Baystate Wealth Management first reported a position in JMST in Q3 2022 and has held it in 6 quarters since. The position peaked at $2.84M in Q3 2022. 389 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

Baystate Wealth Management held 47,410 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.41M as of Q4 2023.
Baystate Wealth Management bought 269 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2023, an estimated $13.6K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.18% of Baystate Wealth Management's portfolio in Q4 2023, its #51 holding.
Baystate Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 6 quarters since.
Baystate Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.84M in Q3 2022.
389 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.