Focus Partners Wealth
JMST icon

Focus Partners Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$23.3M Sell
453,805
-39,714
-8% -$2.03M 0.03% 457
2025
Q4 		$25.2M Buy
493,519
+165,179
+50% +$8.41M 0.03% 435
2025
Q3 		$16.8M Sell
328,340
-76,486
-19% -$3.9M 0.03% 433
2025
Q2 		$20.6M Sell
404,826
-25,592
-6% -$1.3M 0.04% 353
2025
Q1 		$21.9M Sell
430,418
-61,074
-12% -$3.1M 0.05% 309
2024
Q4 		$24.9M Buy
491,492
+167,556
+52% +$8.51M 0.06% 277
2024
Q3 		$85M Sell
323,936
-3,215
-1% -$163K 0.27% 79
2024
Q2 		$16.6M Buy
327,151
+143,689
+78% +$7.28M 0.06% 273
2024
Q1 		$9.31M Buy
183,462
+2,293
+1% +$116K 0.08% 229
2023
Q4 		$9.19M Buy
+181,169
New +$9.16M 0.12% 164

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return