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

Bison 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
2024
Q3 		– Sell
-6,068
Closed -$308K – 447
2024
Q2 		$308K Hold
6,068
– – 0.05% 331
2024
Q1 		$308K Hold
6,068
– – 0.05% 331
2023
Q4 		$308K Sell
6,068
-292
-5% -$14.8K 0.05% 308
2023
Q3 		$321K Sell
6,360
-1,738
-21% -$87.8K 0.06% 294
2023
Q2 		$410K Buy
8,098
+1,585
+24% +$80.2K 0.08% 253
2023
Q1 		$330K Sell
6,513
-1,515
-19% -$76.7K 0.1% 189
2022
Q4 		$407K Buy
+8,028
New +$405K 0.13% 174

Other funds holding JMST

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 $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bison Wealth's JMST Position: Q3 2024 in Review

Bison Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 6,068 shares — an estimated $308K sold.

Bison Wealth first reported a position in JMST in Q4 2022 and held it in 7 quarters. The position peaked at $410K in Q2 2023. 432 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

  • Bison Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 6,068 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $308K.
  • Bison Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 7 quarters.
  • Bison Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $410K in Q2 2023.
  • 432 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.