Cetera Investment Advisers
JMST icon

Cetera Investment Advisers’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$21M Buy
412,268
+19,463
+5% +$993K 0.02% 656
2025
Q4 		$20M Buy
392,805
+123,144
+46% +$6.27M 0.02% 669
2025
Q3 		$13.8M Buy
269,661
+55,759
+26% +$2.84M 0.02% 821
2025
Q2 		$10.9M Sell
213,902
-35,862
-14% -$1.82M 0.02% 781
2025
Q1 		$12.7M Buy
249,764
+103,155
+70% +$5.24M 0.02% 660
2024
Q4 		$7.43M Sell
146,609
-32,939
-18% -$1.67M 0.02% 845
2024
Q3 		$9.15M Buy
179,548
+61,408
+52% +$3.12M 0.02% 737
2024
Q2 		$6M Sell
118,140
-572
-0.5% -$29K 0.01% 907
2024
Q1 		$6.02M Buy
118,712
+98,395
+484% +$4.99M 0.01% 890
2023
Q4 		$1.03M Sell
20,317
-6,337
-24% -$320K 0.01% 1093
2023
Q3 		$1.34M Sell
26,654
-3,900
-13% -$197K 0.01% 922
2023
Q2 		$1.55M Buy
30,554
+1,656
+6% +$83.8K 0.01% 886
2023
Q1 		$1.47M Buy
28,898
+3,915
+16% +$198K 0.01% 865
2022
Q4 		$1.26M Buy
24,983
+670
+3% +$33.8K 0.01% 894
2022
Q3 		$1.22M Buy
+24,313
New +$1.23M 0.02% 638

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 $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return