CPIG
JMST icon

Chicago Partners Investment Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Chicago Partners Investment Group’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 		$229K Hold
4,492
– – 0.01% 1269
2025
Q4 		$229K Hold
4,492
– – 0.01% 1174
2025
Q3 		$229K Hold
4,492
– – 0.01% 1103
2025
Q2 		$229K Sell
4,492
-19
-0.4% -$964 0.01% 976
2025
Q1 		$229K Buy
+4,511
New +$229K 0.01% 805
2020
Q1 		– Sell
-6,493
Closed -$328K – 373
2019
Q4 		$328K Sell
6,493
-15,282
-70% -$772K 0.04% 270
2019
Q3 		$1.1M Sell
21,775
-16,369
-43% -$827K 0.15% 103
2019
Q2 		$1.93M Buy
38,144
+21
+0.1% +$1.06K 0.28% 70
2019
Q1 		$1.92M Buy
+38,123
New +$1.92M 0.28% 67

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