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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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return