HSA
JMST icon

HBK Sorce Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

HBK Sorce Advisory’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
Q3 		– Sell
-6,650
Closed -$337K – 594
2024
Q2 		$337K Hold
6,650
– – 0.01% 414
2024
Q1 		$337K Hold
6,650
– – 0.01% 419
2023
Q4 		$337K Sell
6,650
-425
-6% -$21.5K 0.01% 396
2023
Q3 		$357K Sell
7,075
-59
-0.8% -$2.98K 0.02% 374
2023
Q2 		$361K Hold
7,134
– – 0.02% 396
2023
Q1 		$362K Sell
7,134
-7,134
-50% -$361K 0.02% 395
2022
Q4 		$721K Buy
+14,268
New +$720K 0.02% 352
2022
Q2 		– Sell
-8,245
Closed -$418K – 517
2022
Q1 		$418K Hold
8,245
– – 0.02% 329
2021
Q4 		$421K Buy
+8,245
New +$421K 0.02% 367

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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 $501B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return