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

Financial Management Professionals’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	-1,761	Closed	-$89.7K	–	1007
2025 Q2	$89.7K	Buy	+1,761	New	+$89.4K	0.01%	200
2024 Q3	–	Sell	-19,307	Closed	-$980K	–	988
2024 Q2	$980K	Hold	19,307	–	–	0.13%	55
2024 Q1	$980K	Buy	+19,307	New	+$979K	0.14%	58
2023 Q4	–	Sell	-18,770	Closed	-$947K	–	992
2023 Q3	$947K	Buy	18,770 +1,075	+6%	+$54.3K	0.17%	47
2023 Q2	$896K	Buy	17,695 +280	+2%	+$14.2K	0.15%	52
2023 Q1	$885K	Buy	17,415 +16,828	+2,867%	+$852K	0.17%	48
2022 Q4	$30K	Sell	587 -17,970	-97%	-$906K	0.01%	294
2022 Q3	$933K	Sell	18,557 -126	-0.7%	-$6.37K	0.21%	40
2022 Q2	$946K	Sell	18,683 -5,715	-23%	-$289K	0.23%	42
2022 Q1	$1.24M	Buy	+24,398	New	+$1.24M	0.27%	39

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

Financial Management Professionals's JMST Position: Q3 2025 in Review

Financial Management Professionals sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 1,761 shares — an estimated $89.7K sold.

Financial Management Professionals first reported a position in JMST in Q1 2022 and held it in 10 quarters. The position peaked at $1.24M in Q1 2022. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

Financial Management Professionals reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 1,761 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $89.7K.
Financial Management Professionals first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and held it in 10 quarters.
Financial Management Professionals's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.24M in Q1 2022.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.