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

FOCUS Wealth 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
2025
Q1 		– Sell
-8,334
Closed -$423K – 57
2024
Q4 		$423K Buy
+8,334
New +$423K 0.22% 47

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FOCUS Wealth Advisors's JMST Position: Q1 2025 in Review

FOCUS Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 8,334 shares — an estimated $423K sold.

FOCUS Wealth Advisors first reported a position in JMST in Q4 2024 and held it in 1 quarter. The position peaked at $423K in Q4 2024. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

  • FOCUS Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 8,334 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $423K.
  • FOCUS Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and held it in 1 quarter.
  • FOCUS Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $423K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on FOCUS Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.