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

IAM Advisory’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
-9,857
Closed -$502K – 104
2024
Q3 		$502K Buy
9,857
+81
+0.8% +$4.12K 0.13% 75
2024
Q2 		$496K Buy
9,776
+1,069
+12% +$54.2K 0.13% 71
2024
Q1 		$442K Sell
8,707
-9,276
-52% -$471K 0.12% 75
2023
Q4 		$912K Buy
17,983
+298
+2% +$15.1K 0.29% 47
2023
Q3 		$892K Buy
17,685
+2,413
+16% +$122K 0.31% 48
2023
Q2 		$774K Buy
15,272
+79
+0.5% +$4K 0.26% 49
2023
Q1 		$772K Buy
15,193
+96
+0.6% +$4.86K 0.27% 52
2022
Q4 		$763K Buy
+15,097
New +$761K 0.28% 49

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IAM Advisory's JMST Position: Q4 2024 in Review

IAM Advisory sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 9,857 shares — an estimated $502K sold.

IAM Advisory first reported a position in JMST in Q4 2022 and held it in 8 quarters. The position peaked at $912K in Q4 2023. 460 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • IAM Advisory reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • IAM Advisory sold 9,857 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $502K.
  • IAM Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 8 quarters.
  • IAM Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $912K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on IAM Advisory's 13F filing for Q4 2024, filed 15 Jan 2025.