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

Empirical 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
Q2 		– Sell
-7,900
Closed -$402K – 716
2025
Q1 		$402K Buy
+7,900
New +$401K 0.01% 446

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Empirical Wealth Management's JMST Position: Q2 2025 in Review

Empirical Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 7,900 shares — an estimated $402K sold.

Empirical Wealth Management first reported a position in JMST in Q1 2025 and held it in 1 quarter. The position peaked at $402K in Q1 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • Empirical Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 7,900 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $402K.
  • Empirical Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • Empirical Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $402K in Q1 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.