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Global Wealth Strategies & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-1
Closed -$51 – 370
2023
Q4 		$51 Buy
+1
New +$51 ﹤0.01% 314

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
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
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Wealth Strategies & Associates's JMST Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 1 share — an estimated $51 sold.

Global Wealth Strategies & Associates first reported a position in JMST in Q4 2023 and held it in 1 quarter. The position peaked at $51 in Q4 2023. 404 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 JPMorgan Ultra-Short Municipal Income ETF share in Q1 2024, an estimated $51.
  • Global Wealth Strategies & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $51 in Q4 2023.
  • 404 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.