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

Centaurus Financial’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 Q3	–	Sell	-3,099	Closed	-$158K	–	1054
2025 Q2	$158K	Sell	3,099 -65	-2%	-$3.3K	0.01%	808
2025 Q1	$161K	Buy	3,164 +950	+43%	+$48.3K	0.01%	743
2024 Q4	$112K	Hold	2,214	–	–	0.01%	838
2024 Q3	$113K	Hold	2,214	–	–	0.01%	794
2024 Q2	$112K	Buy	+2,214	New	+$112K	0.01%	754
2024 Q1	–	Sell	-2,515	Closed	-$128K	–	818
2023 Q4	$128K	Hold	2,515	–	–	0.01%	697
2023 Q3	$127K	Sell	2,515 -334	-12%	-$16.9K	0.01%	673
2023 Q2	$144K	Buy	+2,849	New	+$144K	0.01%	642

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RCA

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centaurus Financial's JMST Position: Q3 2025 in Review

Centaurus Financial sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 3,099 shares — an estimated $158K sold.

Centaurus Financial first reported a position in JMST in Q2 2023 and held it in 8 quarters. The position peaked at $161K in Q1 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

Centaurus Financial reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Centaurus Financial sold 3,099 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $158K.
Centaurus Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and held it in 8 quarters.
Centaurus Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $161K in Q1 2025.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Centaurus Financial's 13F filing for Q3 2025, filed 20 Nov 2025.