Blue Chip Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Blue Chip Partners’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 Q2	–	Sell	-14,854	Closed	-$755K	–	167
2025 Q1	$755K	Buy	+14,854	New	+$755K	0.07%	88
2024 Q4	–	Sell	-6,479	Closed	-$330K	–	183
2024 Q3	$330K	Sell	6,479 -483	-7%	-$24.6K	0.03%	114
2024 Q2	$353K	Buy	6,962 +60	+0.9%	+$3.04K	0.03%	107
2024 Q1	$350K	Sell	6,902 -196	-3%	-$9.94K	0.03%	105
2023 Q4	$360K	Buy	7,098 +60	+0.9%	+$3.03K	0.04%	102
2023 Q3	$355K	Buy	7,038 +57	+0.8%	+$2.88K	0.04%	100
2023 Q2	$354K	Buy	6,981 +49	+0.7%	+$2.48K	0.04%	110
2023 Q1	$352K	Sell	6,932 -641	-8%	-$32.5K	0.04%	105
2022 Q4	$383K	Buy	7,573 +23	+0.3%	+$1.16K	0.05%	100
2022 Q3	$380K	Buy	7,550 +690	+10%	+$34.9K	0.05%	90
2022 Q2	$347K	Sell	6,860 -12,561	-65%	-$635K	0.04%	99
2022 Q1	$983K	Sell	19,421 -3,927	-17%	-$199K	0.12%	73
2021 Q4	$1.19M	Sell	23,348 -10,466	-31%	-$534K	0.15%	65
2021 Q3	$1.73M	Buy	33,814 +11,534	+52%	+$589K	0.24%	54
2021 Q2	$1.14M	Buy	+22,280	New	+$1.14M	0.16%	62

Other funds holding JMST

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Blue Chip Partners's JMST Position: Q2 2025 in Review

Blue Chip Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 14,854 shares — an estimated $755K sold.

Blue Chip Partners first reported a position in JMST in Q2 2021 and held it in 15 quarters. The position peaked at $1.73M in Q3 2021. 500 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Blue Chip Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
Blue Chip Partners sold 14,854 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $755K.
Blue Chip Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 15 quarters.
Blue Chip Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.73M in Q3 2021.
500 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Blue Chip Partners's 13F filing for Q2 2025, filed 15 Aug 2025.