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	–	–	0.03%	254
2022 Q3	$202K	Hold	4,008	–	–	0.03%	258
2022 Q2	$203K	Hold	4,008	–	–	0.03%	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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fort Point Capital Partners's JMST Position: Q2 2024 in Review

Fort Point Capital Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 4,008 shares — an estimated $203K sold.

Fort Point Capital Partners first reported a position in JMST in Q3 2021 and held it in 11 quarters. The position peaked at $205K in Q4 2021. 425 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

Fort Point Capital Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Fort Point Capital Partners sold 4,008 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $203K.
Fort Point Capital Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and held it in 11 quarters.
Fort Point Capital Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $205K in Q4 2021.
425 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Fort Point Capital Partners's 13F filing for Q2 2024, filed 14 Aug 2024.