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Fortitude Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Fortitude Family Office’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
Q3 		– Sell
-6,202
Closed -$316K – 2064
2025
Q2 		$316K Hold
6,202
– – 0.1% 102
2025
Q1 		$315K Buy
+6,202
New +$315K 0.11% 93

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 $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Family Office's JMST Position: Q3 2025 in Review

Fortitude Family Office sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 6,202 shares — an estimated $316K sold.

Fortitude Family Office first reported a position in JMST in Q1 2025 and held it in 2 quarters. The position peaked at $316K in Q2 2025. 498 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Fortitude Family Office reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 6,202 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $316K.
  • Fortitude Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 2 quarters.
  • Fortitude Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $316K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.