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Brio Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Brio Consultants’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
Q1 		– Sell
-5,201
Closed -$264K – 99
2023
Q4 		$264K Buy
+5,201
New +$263K 0.05% 86

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brio Consultants's JMST Position: Q1 2024 in Review

Brio Consultants sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 5,201 shares — an estimated $264K sold.

Brio Consultants first reported a position in JMST in Q4 2023 and held it in 1 quarter. The position peaked at $264K in Q4 2023. 404 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Brio Consultants reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • Brio Consultants sold 5,201 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $264K.
  • Brio Consultants first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 1 quarter.
  • Brio Consultants's JPMorgan Ultra-Short Municipal Income ETF position peaked at $264K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Brio Consultants's 13F filing for Q1 2024, filed 29 Apr 2024.