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Great Diamond Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Great Diamond 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
Q1 		– Sell
-5,947
Closed -$302K – 233
2023
Q4 		$302K Hold
5,947
– – 0.07% 177
2023
Q3 		$300K Buy
+5,947
New +$301K 0.08% 173

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 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
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 $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Great Diamond Partners's JMST Position: Q1 2024 in Review

Great Diamond Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 5,947 shares — an estimated $302K sold.

Great Diamond Partners first reported a position in JMST in Q3 2023 and held it in 2 quarters. The position peaked at $302K in Q4 2023. 405 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Great Diamond Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • Great Diamond Partners sold 5,947 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $302K.
  • Great Diamond Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and held it in 2 quarters.
  • Great Diamond Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $302K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Great Diamond Partners's 13F filing for Q1 2024, filed 8 May 2024.