Benjamin F. Edwards & Company’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$461K	Buy	9,084 +844	+10%	+$42.8K	0.01%	711
2024 Q1	$418K	Buy	8,240 +1,099	+15%	+$55.8K	0.01%	694
2023 Q4	$362K	Buy	7,141 +1,368	+24%	+$69.2K	0.01%	704
2023 Q3	$291K	Buy	5,773 +2,145	+59%	+$108K	0.01%	643
2023 Q2	$184K	Sell	3,628 -1,981	-35%	-$100K	0.01%	756
2023 Q1	$285K	Buy	5,609 +152	+3%	+$7.7K	0.01%	613
2022 Q4	$276K	Buy	5,457 +1,667	+44%	+$84.1K	0.01%	632
2022 Q3	$191K	Buy	3,790 +426	+13%	+$21.5K	0.01%	685
2022 Q2	$170K	Buy	+3,364	New	+$170K	0.01%	714

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

RCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Benjamin F. Edwards & Company's JMST Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 10% in Q2 2024, buying an estimated $42.8K and bringing the position to 9,084 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #711.

Benjamin F. Edwards & Company first reported a position in JMST in Q2 2022 and has held it in 9 quarters since. 425 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

Benjamin F. Edwards & Company held 9,084 shares of JPMorgan Ultra-Short Municipal Income ETF worth $461K as of Q2 2024.
Benjamin F. Edwards & Company bought 844 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $42.8K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #711 holding.
Benjamin F. Edwards & Company first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 9 quarters since.
425 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.