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HUB Investment Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

HUB Investment Partners’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
-6,547
Closed -$334K – 630
2024
Q3 		$334K Sell
6,547
-5,011
-43% -$255K 0.01% 364
2024
Q2 		$586K Buy
11,558
+53
+0.5% +$2.69K 0.02% 257
2024
Q1 		$584K Buy
11,505
+50
+0.4% +$2.54K 0.03% 254
2023
Q4 		$581K Sell
11,455
-952
-8% -$48.1K 0.04% 220
2023
Q3 		$626K Buy
12,407
+56
+0.5% +$2.83K 0.09% 121
2023
Q2 		$626K Sell
12,351
-151
-1% -$7.64K 0.1% 118
2023
Q1 		$635K Sell
12,502
-14
-0.1% -$709 0.13% 110
2022
Q4 		$632K Sell
12,516
-17,440
-58% -$880K 0.14% 74
2022
Q3 		$1.51M Sell
29,956
-34
-0.1% -$1.72K 0.45% 60
2022
Q2 		$1.52M Sell
29,990
-5,233
-15% -$264K 0.47% 61
2022
Q1 		$1.78M Sell
35,223
-47,857
-58% -$2.43M 0.42% 63
2021
Q4 		$4.24M Buy
83,080
+14,559
+21% +$743K 0.99% 21
2021
Q3 		$3.5M Buy
68,521
+23,749
+53% +$1.21M 0.83% 26
2021
Q2 		$2.29M Buy
44,772
+11,415
+34% +$583K 0.61% 43
2021
Q1 		$1.7M Buy
33,357
+8,559
+35% +$437K 0.5% 56
2020
Q4 		$1.26M Buy
+24,798
New +$1.27M 0.58% 52

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 $1.9B AUM 14.38% 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 $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HUB Investment Partners's JMST Position: Q4 2024 in Review

HUB Investment Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 6,547 shares — an estimated $334K sold.

HUB Investment Partners first reported a position in JMST in Q4 2020 and held it in 16 quarters. The position peaked at $4.24M in Q4 2021. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • HUB Investment Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • HUB Investment Partners sold 6,547 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $334K.
  • HUB Investment Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 16 quarters.
  • HUB Investment Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.24M in Q4 2021.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on HUB Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.