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Choreo LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Choreo LLC’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
Q3 		– Sell
-4,454
Closed -$225K – 1654
2024
Q2 		$225K Buy
+4,454
New +$226K ﹤0.01% 1267
2024
Q1 		– Sell
-4,588
Closed -$233K – 676
2023
Q4 		$233K Sell
4,588
-12,118
-73% -$613K 0.01% 554
2023
Q3 		$843K Sell
16,706
-88,290
-84% -$4.46M 0.03% 211
2023
Q2 		$5.32M Sell
104,996
-50
-0% -$2.53K 0.18% 75
2023
Q1 		$5.34M Buy
+105,046
New +$5.32M 0.19% 78

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return