Evergreen Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Evergreen Private Wealth’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	-262	Closed	-$13.3K	–	275
2025 Q2	$13.3K	Buy	262 +99	+61%	+$5.03K	0.01%	147
2025 Q1	$8.29K	Hold	163	–	–	﹤0.01%	153
2024 Q4	$8.27K	Hold	163	–	–	﹤0.01%	163
2024 Q3	$8.3K	Hold	163	–	–	﹤0.01%	160
2024 Q2	$8.27K	Hold	163	–	–	﹤0.01%	166
2024 Q1	$8.27K	Hold	163	–	–	﹤0.01%	171
2023 Q4	$8.27K	Buy	+163	New	+$8.24K	﹤0.01%	175

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

Evergreen Private Wealth's JMST Position: Q3 2025 in Review

Evergreen Private Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 262 shares — an estimated $13.3K sold.

Evergreen Private Wealth first reported a position in JMST in Q4 2023 and held it in 7 quarters. The position peaked at $13.3K in Q2 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

Evergreen Private Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 262 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $13.3K.
Evergreen Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 7 quarters.
Evergreen Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.3K in Q2 2025.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.