CX Institutional’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CX Institutional’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 Q3	–	Sell	-454	Closed	-$23K	–	1386
2025 Q2	$23K	Hold	454	–	–	﹤0.01%	943
2025 Q1	$23K	Buy	+454	New	+$23.1K	﹤0.01%	933
2022 Q4	–	Sell	-46,884	Closed	-$2.36M	–	542
2022 Q3	$2.36M	Sell	46,884 -31,402	-40%	-$1.59M	0.16%	156
2022 Q2	$3.96M	Sell	78,286 -53,783	-41%	-$2.72M	0.3%	83
2022 Q1	$6.69M	Sell	132,069 -974	-0.7%	-$49.5K	0.54%	48
2021 Q4	$6.79M	Buy	133,043 +56,803	+75%	+$2.9M	0.54%	47
2021 Q3	$3.89M	Hold	76,240	–	–	0.32%	88
2021 Q2	$3.89M	Sell	76,240 -15,792	-17%	-$806K	0.32%	90
2021 Q1	$4.7M	Hold	92,032	–	–	0.42%	67
2020 Q4	$4.7M	Buy	92,032 +23,443	+34%	+$1.2M	0.45%	59
2020 Q3	$3.5M	Buy	+68,589	New	+$3.5M	0.38%	68

Other funds holding JMST

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's JMST Position: Q3 2025 in Review

CX Institutional sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 454 shares — an estimated $23K sold.

CX Institutional first reported a position in JMST in Q3 2020 and held it in 11 quarters. The position peaked at $6.79M in Q4 2021. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

CX Institutional reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
CX Institutional sold 454 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $23K.
CX Institutional first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and held it in 11 quarters.
CX Institutional's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.79M in Q4 2021.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.