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Boyce & Associates Wealth Consulting’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Boyce & Associates Wealth Consulting’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
-19,432
Closed -$990K – 75
2024
Q3 		$990K Sell
19,432
-100
-0.5% -$5.08K 1.03% 17
2024
Q2 		$991K Buy
19,532
+10,787
+123% +$546K 1.16% 15
2024
Q1 		$444K Buy
+8,745
New +$444K 0.57% 32

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 $377B AUM 19.32% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Boyce & Associates Wealth Consulting's JMST Position: Q4 2024 in Review

Boyce & Associates Wealth Consulting sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 19,432 shares — an estimated $990K sold.

Boyce & Associates Wealth Consulting first reported a position in JMST in Q1 2024 and held it in 3 quarters. The position peaked at $991K in Q2 2024. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Boyce & Associates Wealth Consulting reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 19,432 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $990K.
  • Boyce & Associates Wealth Consulting first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 3 quarters.
  • Boyce & Associates Wealth Consulting's JPMorgan Ultra-Short Municipal Income ETF position peaked at $991K in Q2 2024.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q4 2024, filed 13 Jan 2025.