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Howe & Rusling’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Howe & Rusling’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
-644
Closed -$32.7K – 451
2024
Q4 		$32.7K Buy
+644
New +$32.7K ﹤0.01% 328
2022
Q4 		– Sell
-1,288
Closed -$65K – 681
2022
Q3 		$65K Hold
1,288
– – 0.01% 294
2022
Q2 		$65K Hold
1,288
– – 0.01% 285
2022
Q1 		$65K Hold
1,288
– – 0.01% 294
2021
Q4 		$66K Hold
1,288
– – 0.01% 295
2021
Q3 		$66K Sell
1,288
-5,465
-81% -$279K 0.01% 280
2021
Q2 		$345K Buy
6,753
+2,250
+50% +$115K 0.04% 138
2021
Q1 		$230K Buy
+4,503
New +$230K 0.03% 160

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return