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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Connecticut Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 8,765 shares — an estimated $444K sold.

Connecticut Wealth Management first reported a position in JMST in Q3 2022 and held it in 10 quarters. The position peaked at $572K in Q1 2023. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

Connecticut Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
Connecticut Wealth Management sold 8,765 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $444K.
Connecticut Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 10 quarters.
Connecticut Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $572K in Q1 2023.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Connecticut Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.