BFG
JMST icon

Bleakley Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bleakley Financial Group’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
Q4 		– Sell
-6,831
Closed -$348K – 1080
2024
Q3 		$348K Hold
6,831
– – 0.01% 717
2024
Q2 		$347K Sell
6,831
-244
-3% -$12.4K 0.01% 717
2024
Q1 		$359K Buy
7,075
+98
+1% +$4.97K 0.01% 708
2023
Q4 		$354K Hold
6,977
– – 0.01% 688
2023
Q3 		$352K Sell
6,977
-20,747
-75% -$1.05M 0.01% 634
2023
Q2 		$1.4M Sell
27,724
-99
-0.4% -$5.01K 0.04% 332
2023
Q1 		$1.41M Sell
27,823
-7,296
-21% -$369K 0.05% 322
2022
Q4 		$1.77M Buy
+35,119
New +$1.77M 0.06% 277

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LPL Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return