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 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

Howe & Rusling's JMST Position: Q1 2025 in Review

Howe & Rusling sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 644 shares — an estimated $32.7K sold.

Howe & Rusling first reported a position in JMST in Q1 2021 and held it in 8 quarters. The position peaked at $345K in Q2 2021. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

Howe & Rusling reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
Howe & Rusling sold 644 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $32.7K.
Howe & Rusling first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 8 quarters.
Howe & Rusling's JPMorgan Ultra-Short Municipal Income ETF position peaked at $345K in Q2 2021.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Howe & Rusling's 13F filing for Q1 2025, filed 17 Jun 2025.