HBW Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

HBW Advisory Services’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 Q1	–	Sell	-5,663	Closed	-$287K	–	415
2024 Q4	$287K	Buy	+5,663	New	+$288K	0.03%	283
2023 Q4	–	Sell	-4,134	Closed	-$209K	–	322
2023 Q3	$209K	Sell	4,134 -4,100	-50%	-$207K	0.04%	261
2023 Q2	$417K	Sell	8,234 -904	-10%	-$45.8K	0.09%	194
2023 Q1	$464K	Buy	9,138 +2,579	+39%	+$131K	0.12%	172
2022 Q4	$331K	Buy	6,559 +1,776	+37%	+$89.6K	0.09%	194
2022 Q3	$241K	Sell	4,783 -124	-3%	-$6.27K	0.07%	197
2022 Q2	$249K	Sell	4,907 -2,355	-32%	-$119K	0.06%	193
2022 Q1	$368K	Buy	7,262 +2,876	+66%	+$146K	0.13%	159
2021 Q4	$224K	Sell	4,386 -365	-8%	-$18.6K	0.05%	238
2021 Q3	$243K	Buy	4,751 +365	+8%	+$18.6K	0.06%	218
2021 Q2	$224K	Sell	4,386 -104	-2%	-$5.31K	0.06%	223
2021 Q1	$229K	Buy	+4,490	New	+$229K	0.06%	218

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HBW Advisory Services's JMST Position: Q1 2025 in Review

HBW Advisory Services sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 5,663 shares — an estimated $287K sold.

HBW Advisory Services first reported a position in JMST in Q1 2021 and held it in 12 quarters. The position peaked at $464K in Q1 2023. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

HBW Advisory Services reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
HBW Advisory Services sold 5,663 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $287K.
HBW Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 12 quarters.
HBW Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $464K in Q1 2023.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on HBW Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.