Janiczek Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Janiczek Wealth Management’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 Q2	–	Sell	-2,030	Closed	-$103K	–	1107
2024 Q1	$103K	Hold	2,030	–	–	0.02%	279
2023 Q4	$103K	Hold	2,030	–	–	0.02%	259
2023 Q3	$102K	Sell	2,030 -400	-16%	-$20.2K	0.03%	242
2023 Q2	$123K	Hold	2,430	–	–	0.03%	189
2023 Q1	$123K	Sell	2,430 -1,150	-32%	-$58.2K	0.03%	184
2022 Q4	$181K	Hold	3,580	–	–	0.05%	129
2022 Q3	$180K	Hold	3,580	–	–	0.06%	116
2022 Q2	$182K	Buy	+3,580	New	+$181K	0.05%	116

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janiczek Wealth Management's JMST Position: Q2 2024 in Review

Janiczek Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 2,030 shares — an estimated $103K sold.

Janiczek Wealth Management first reported a position in JMST in Q2 2022 and held it in 8 quarters. The position peaked at $182K in Q2 2022. 424 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

Janiczek Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 2,030 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $103K.
Janiczek Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and held it in 8 quarters.
Janiczek Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $182K in Q2 2022.
424 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.