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Bright Futures Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bright Futures Wealth Management’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
-7,970
Closed -$405K – 178
2024
Q3 		$405K Buy
7,970
+3,189
+67% +$162K 0.2% 134
2024
Q2 		$243K Hold
4,781
– – 0.13% 176
2024
Q1 		$243K Buy
+4,781
New +$243K 0.13% 173

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

Bright Futures Wealth Management's JMST Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 7,970 shares — an estimated $405K sold.

Bright Futures Wealth Management first reported a position in JMST in Q1 2024 and held it in 3 quarters. The position peaked at $405K in Q3 2024. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 7,970 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $405K.
  • Bright Futures Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $405K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.