Financial Advocates Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-20,633	Closed	-$1.05M	–	339
2025 Q2	$1.05M	Sell	20,633 -1,072	-5%	-$54.4K	0.09%	220
2025 Q1	$1.1M	Buy	21,705 +869	+4%	+$44.2K	0.08%	259
2024 Q4	$1.06M	Buy	20,836 +15,760	+310%	+$801K	0.06%	292
2024 Q3	$259K	Buy	5,076 +632	+14%	+$32.1K	0.01%	643
2024 Q2	$225K	Buy	+4,444	New	+$225K	0.01%	648

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Advocates Investment Management's JMST Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 20,633 shares — an estimated $1.05M sold.

Financial Advocates Investment Management first reported a position in JMST in Q2 2024 and held it in 5 quarters. The position peaked at $1.1M in Q1 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

Financial Advocates Investment Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 20,633 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $1.05M.
Financial Advocates Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and held it in 5 quarters.
Financial Advocates Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.1M in Q1 2025.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.