Envestnet Portfolio Solutions
JMST icon

Envestnet Portfolio Solutions’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Envestnet Portfolio Solutions’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
-4,291
Closed -$219K – 1764
2024
Q3 		$219K Buy
+4,291
New +$218K ﹤0.01% 1609
2024
Q1 		– Sell
-4,387
Closed -$223K – 1630
2023
Q4 		$223K Buy
+4,387
New +$222K ﹤0.01% 1450

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Portfolio Solutions's JMST Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 4,291 shares — an estimated $219K sold.

Envestnet Portfolio Solutions first reported a position in JMST in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q4 2023. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,291 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $219K.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's JPMorgan Ultra-Short Municipal Income ETF position peaked at $223K in Q4 2023.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.