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Congress Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-8,385
Closed -$425K – 1094
2024
Q4 		$425K Buy
+8,385
New +$426K 0.01% 677
2022
Q1 		– Sell
-14,935
Closed -$763K – 621
2021
Q4 		$763K Buy
+14,935
New +$762K 0.02% 404

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Congress Wealth Management's JMST Position: Q1 2025 in Review

Congress Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 8,385 shares — an estimated $425K sold.

Congress Wealth Management first reported a position in JMST in Q4 2021 and held it in 2 quarters. The position peaked at $763K in Q4 2021. 491 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

  • Congress Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 8,385 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $425K.
  • Congress Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $763K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.