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Intelligence Driven Advisers’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Intelligence Driven Advisers’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
-10,078
Closed -$511K – 112
2024
Q4 		$511K Sell
10,078
-2,130
-17% -$108K 0.1% 56
2024
Q3 		$622K Buy
+12,208
New +$621K 0.09% 58

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Intelligence Driven Advisers's JMST Position: Q1 2025 in Review

Intelligence Driven Advisers sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 10,078 shares — an estimated $511K sold.

Intelligence Driven Advisers first reported a position in JMST in Q3 2024 and held it in 2 quarters. The position peaked at $622K in Q3 2024. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

  • Intelligence Driven Advisers reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Intelligence Driven Advisers sold 10,078 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $511K.
  • Intelligence Driven Advisers first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and held it in 2 quarters.
  • Intelligence Driven Advisers's JPMorgan Ultra-Short Municipal Income ETF position peaked at $622K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Intelligence Driven Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.