Beaumont Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beaumont Financial Advisors’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	-4,180	Closed	-$212K	–	378
2024 Q4	$212K	Sell	4,180 -94	-2%	-$4.78K	0.02%	349
2024 Q3	$218K	Sell	4,274 -96	-2%	-$4.88K	0.02%	329
2024 Q2	$222K	Buy	4,370 +9	+0.2%	+$456	0.02%	329
2024 Q1	$221K	Buy	4,361 +8	+0.2%	+$406	0.02%	332
2023 Q4	$221K	Buy	+4,353	New	+$220K	0.02%	313
2023 Q3	–	Sell	-7,910	Closed	-$402K	–	338
2023 Q2	$402K	Hold	7,910	–	–	0.04%	221
2023 Q1	$402K	Sell	7,910 -3,960	-33%	-$201K	0.04%	201
2022 Q4	$600K	Buy	+11,870	New	+$599K	0.06%	162

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

Beaumont Financial Advisors's JMST Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 4,180 shares — an estimated $212K sold.

Beaumont Financial Advisors first reported a position in JMST in Q4 2022 and held it in 8 quarters. The position peaked at $600K in Q4 2022. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

Beaumont Financial Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 4,180 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $212K.
Beaumont Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 8 quarters.
Beaumont Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $600K in Q4 2022.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.