Fort Point Capital Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Fort Point Capital Partners’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 Q2	–	Sell	-4,008	Closed	-$203K	–	320
2024 Q1	$203K	Hold	4,008	–	–	0.03%	308
2023 Q4	$203K	Hold	4,008	–	–	0.03%	284
2023 Q3	$202K	Hold	4,008	–	–	0.03%	260
2023 Q2	$203K	Hold	4,008	–	–	0.03%	264
2023 Q1	$204K	Hold	4,008	–	–	0.03%	258
2022 Q4	$203K	Hold	4,008	–	–	0.04%	254
2022 Q3	$202K	Hold	4,008	–	–	0.04%	258
2022 Q2	$203K	Hold	4,008	–	–	0.04%	266
2022 Q1	$203K	Hold	4,008	–	–	0.03%	279
2021 Q4	$205K	Hold	4,008	–	–	0.03%	276
2021 Q3	$205K	Buy	+4,008	New	+$205K	0.03%	242

Other funds holding JMST

Fidelity Investments

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return