Cynosure Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Cynosure Group’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
2024 Q4	–	Sell	-21,780	Closed	-$1.11M	–	375
2024 Q3	$1.11M	Hold	21,780	–	–	0.16%	62
2024 Q2	$1.11M	Hold	21,780	–	–	0.18%	77
2024 Q1	$1.11M	Hold	21,780	–	–	0.2%	59
2023 Q4	$1.11M	Hold	21,780	–	–	0.2%	89
2023 Q3	$1.1M	Buy	+21,780	New	+$1.1M	0.34%	67

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

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

RCA

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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

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

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

Cynosure Group's JMST Position: Q4 2024 in Review

Cynosure Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 21,780 shares — an estimated $1.11M sold.

Cynosure Group first reported a position in JMST in Q3 2023 and held it in 5 quarters. The position peaked at $1.11M in Q3 2024. 460 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

Cynosure Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
Cynosure Group sold 21,780 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $1.11M.
Cynosure Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and held it in 5 quarters.
Cynosure Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.11M in Q3 2024.
460 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Cynosure Group's 13F filing for Q4 2024, filed 12 Feb 2025.