CWM
JMST icon

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

Connecticut 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
-8,765
Closed -$444K – 314
2024
Q4 		$444K Hold
8,765
– – 0.02% 198
2024
Q3 		$446K Buy
8,765
+746
+9% +$37.9K 0.02% 228
2024
Q2 		$407K Buy
8,019
+26
+0.3% +$1.32K 0.02% 232
2024
Q1 		$406K Hold
7,993
– – 0.02% 237
2023
Q4 		$406K Hold
7,993
– – 0.02% 230
2023
Q3 		$403K Sell
7,993
-1,777
-18% -$89.8K 0.03% 193
2023
Q2 		$495K Sell
9,770
-1,488
-13% -$75.3K 0.03% 154
2023
Q1 		$572K Hold
11,258
– – 0.04% 133
2022
Q4 		$569K Hold
11,258
– – 0.05% 111
2022
Q3 		$566K Buy
+11,258
New +$569K 0.05% 107

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 $376B 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 $501B 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