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Hill Island Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Hill Island Financial’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
Q4 		– Sell
-12,321
Closed -$628K – 76
2024
Q3 		$628K Buy
12,321
+102
+0.8% +$5.18K 0.19% 37
2024
Q2 		$620K Buy
12,219
+105
+0.9% +$5.32K 0.2% 35
2024
Q1 		$615K Buy
12,114
+68
+0.6% +$3.45K 0.2% 36
2023
Q4 		$611K Buy
+12,046
New +$609K 0.21% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hill Island Financial's JMST Position: Q4 2024 in Review

Hill Island Financial sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 12,321 shares — an estimated $628K sold.

Hill Island Financial first reported a position in JMST in Q4 2023 and held it in 4 quarters. The position peaked at $628K in Q3 2024. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Hill Island Financial reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Hill Island Financial sold 12,321 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $628K.
  • Hill Island Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 4 quarters.
  • Hill Island Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $628K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Hill Island Financial's 13F filing for Q4 2024, filed 11 Feb 2025.