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Evernest Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Evernest Financial Advisors’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
-23,818
Closed -$1.21M – 174
2025
Q1 		$1.21M Sell
23,818
-55,105
-70% -$2.8M 0.43% 51
2024
Q4 		$4M Buy
78,923
+11,149
+16% +$566K 1.04% 21
2024
Q3 		$3.45M Buy
+67,774
New +$3.45M 0.93% 22

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

Evernest Financial Advisors's JMST Position: Q2 2025 in Review

Evernest Financial Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 23,818 shares — an estimated $1.21M sold.

Evernest Financial Advisors first reported a position in JMST in Q3 2024 and held it in 3 quarters. The position peaked at $4M in Q4 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • Evernest Financial Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 23,818 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $1.21M.
  • Evernest Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and held it in 3 quarters.
  • Evernest Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4M in Q4 2024.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Evernest Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.