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Concord Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-19
Closed -$966 – 889
2025
Q1 		$966 Buy
+19
New +$966 ﹤0.01% 733

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Concord Wealth Partners's JMST Position: Q2 2025 in Review

Concord Wealth Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 19 shares — an estimated $966 sold.

Concord Wealth Partners first reported a position in JMST in Q1 2025 and held it in 1 quarter. The position peaked at $966 in Q1 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • Concord Wealth Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 19 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $966.
  • Concord Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • Concord Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $966 in Q1 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.