First Heartland Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-83,172	Closed	-$4.22K	–	475
2024 Q2	$4.22K	Sell	83,172 -26,053	-24%	-$1.32M	0.29%	63
2024 Q1	$5.54M	Sell	109,225 -136,257	-56%	-$6.91M	0.58%	53
2023 Q4	$12.9M	Buy	245,482 +123,940	+102%	+$6.27M	1.56%	14
2023 Q3	$6.13M	Buy	+121,542	New	+$6.14M	0.77%	33

Other funds holding JMST

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Heartland Consultants's JMST Position: Q3 2024 in Review

First Heartland Consultants sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 83,172 shares — an estimated $4.22K sold.

First Heartland Consultants first reported a position in JMST in Q3 2023 and held it in 4 quarters. The position peaked at $12.9M in Q4 2023. 432 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

First Heartland Consultants reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
First Heartland Consultants sold 83,172 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $4.22K.
First Heartland Consultants first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and held it in 4 quarters.
First Heartland Consultants's JPMorgan Ultra-Short Municipal Income ETF position peaked at $12.9M in Q4 2023.
432 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on First Heartland Consultants's 13F filing for Q3 2024, filed 5 Nov 2024.