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

FDx 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
2024
Q1 		– Sell
-8,821
Closed -$448K – 509
2023
Q4 		$448K Buy
+8,821
New +$446K 0.03% 412
2023
Q3 		– Sell
-5,458
Closed -$276K – 708
2023
Q2 		$276K Buy
+5,458
New +$276K 0.02% 620
2022
Q4 		– Sell
-6,785
Closed -$341K – 774
2022
Q3 		$341K Buy
6,785
+2,401
+55% +$121K 0.02% 509
2022
Q2 		$222K Sell
4,384
-442
-9% -$22.3K 0.01% 739
2022
Q1 		$244K Sell
4,826
-519
-10% -$26.4K 0.01% 738
2021
Q4 		$273K Sell
5,345
-178
-3% -$9.09K 0.01% 734
2021
Q3 		$282K Buy
5,523
+202
+4% +$10.3K 0.01% 685
2021
Q2 		$272K Buy
5,321
+540
+11% +$27.6K 0.01% 689
2021
Q1 		$244K Buy
4,781
+31
+0.7% +$1.58K 0.01% 683
2020
Q4 		$242K Buy
4,750
+254
+6% +$13K 0.01% 631
2020
Q3 		$229K Buy
+4,496
New +$229K 0.01% 554

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FDx Advisors's JMST Position: Q1 2024 in Review

FDx Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 8,821 shares — an estimated $448K sold.

FDx Advisors first reported a position in JMST in Q3 2020 and held it in 11 quarters. The position peaked at $448K in Q4 2023. 405 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • FDx Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 8,821 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $448K.
  • FDx Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and held it in 11 quarters.
  • FDx Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $448K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.