Dorsey & Whitney Trust’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Dorsey & Whitney Trust’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 Q2	–	Sell	-4,471	Closed	-$227K	–	700
2025 Q1	$227K	Sell	4,471 -214	-5%	-$10.9K	0.01%	603
2024 Q4	$238K	Buy	+4,685	New	+$238K	0.01%	593
2021 Q3	–	Sell	-4,000	Closed	-$204K	–	551
2021 Q2	$204K	Buy	+4,000	New	+$204K	0.02%	504

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Dorsey & Whitney Trust's JMST Position: Q2 2025 in Review

Dorsey & Whitney Trust sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 4,471 shares — an estimated $227K sold.

Dorsey & Whitney Trust first reported a position in JMST in Q2 2021 and held it in 3 quarters. The position peaked at $238K in Q4 2024. 500 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Dorsey & Whitney Trust reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
Dorsey & Whitney Trust sold 4,471 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $227K.
Dorsey & Whitney Trust first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 3 quarters.
Dorsey & Whitney Trust's JPMorgan Ultra-Short Municipal Income ETF position peaked at $238K in Q4 2024.
500 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2025, filed 11 Aug 2025.