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Beverly Hills Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beverly Hills Private Wealth’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 		$651K Buy
12,773
+2,485
+24% +$127K 0.11% 159
2025
Q4 		$524K Buy
10,288
+3,144
+44% +$160K 0.09% 171
2025
Q3 		$365K Sell
7,144
-2,564
-26% -$131K 0.06% 230
2025
Q2 		$494K Buy
+9,708
New +$493K 0.09% 177
2025
Q1 		– Sell
-4,409
Closed -$224K – 347
2024
Q4 		$224K Sell
4,409
-2,793
-39% -$142K 0.05% 307
2024
Q3 		$367K Sell
7,202
-70
-1% -$3.56K 0.07% 231
2024
Q2 		$369K Sell
7,272
-7,346
-50% -$372K 0.08% 236
2024
Q1 		$742K Buy
14,618
+7,368
+102% +$374K 0.17% 132
2023
Q4 		$368K Buy
+7,250
New +$367K 0.1% 222

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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