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John W. Brooker & Co’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

John W. Brooker & Co’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
Q2 		– Sell
-26,906
Closed -$1.37M – 57
2025
Q1 		$1.37M Sell
26,906
-397
-1% -$20.2K 0.57% 38
2024
Q4 		$1.38M Buy
27,303
+267
+1% +$13.6K 0.6% 39
2024
Q3 		$1.38M Sell
27,036
-562
-2% -$28.6K 0.63% 38
2024
Q2 		$1.4M Sell
27,598
-2,531
-8% -$128K 0.7% 37
2024
Q1 		$1.53M Buy
30,129
+6,476
+27% +$329K 0.82% 34
2023
Q4 		$1.2M Sell
23,653
-30,216
-56% -$1.53M 0.69% 36
2023
Q3 		$2.72M Sell
53,869
-12,059
-18% -$610K 1.72% 16
2023
Q2 		$3.34M Sell
65,928
-7,812
-11% -$395K 2.16% 14
2023
Q1 		$3.74M Sell
73,740
-16,429
-18% -$832K 2.48% 11
2022
Q4 		$4.56M Sell
90,169
-9,634
-10% -$486K 2.98% 8
2022
Q3 		$5.02M Sell
99,803
-23,357
-19% -$1.18M 3.23% 10
2022
Q2 		$6.24M Sell
123,160
-20,838
-14% -$1.05M 3.81% 9
2022
Q1 		$7.29M Sell
143,998
-15,912
-10% -$808K 3.95% 7
2021
Q4 		$8.16M Buy
159,910
+21,523
+16% +$1.1M 4.2% 7
2021
Q3 		$7.07M Buy
138,387
+32,550
+31% +$1.66M 3.98% 6
2021
Q2 		$5.4M Buy
105,837
+27,538
+35% +$1.41M 3.15% 10
2021
Q1 		$4M Buy
78,299
+31,285
+67% +$1.6M 2.48% 12
2020
Q4 		$2.4M Buy
47,014
+10,471
+29% +$534K 1.57% 18
2020
Q3 		$1.86M Buy
36,543
+15,557
+74% +$794K 1.3% 19
2020
Q2 		$1.07M Buy
+20,986
New +$1.07M 0.76% 25

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

John W. Brooker & Co's JMST Position: Q2 2025 in Review

John W. Brooker & Co sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 26,906 shares — an estimated $1.37M sold.

John W. Brooker & Co first reported a position in JMST in Q2 2020 and held it in 20 quarters. The position peaked at $8.16M in Q4 2021. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • John W. Brooker & Co reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • John W. Brooker & Co sold 26,906 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $1.37M.
  • John W. Brooker & Co first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 20 quarters.
  • John W. Brooker & Co's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.16M in Q4 2021.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on John W. Brooker & Co's 13F filing for Q2 2025, filed 16 Jul 2025.