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Kelly Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kelly Financial Services’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
-4,758
Closed -$241K – 121
2024
Q4 		$241K Hold
4,758
– – 0.09% 99
2024
Q3 		$242K Hold
4,758
– – 0.09% 101
2024
Q2 		$241K Hold
4,758
– – 0.09% 96
2024
Q1 		$241K Buy
4,758
+986
+26% +$50K 0.09% 97
2023
Q4 		$191K Buy
+3,772
New +$191K 0.08% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
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
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kelly Financial Services's JMST Position: Q1 2025 in Review

Kelly Financial Services sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 4,758 shares — an estimated $241K sold.

Kelly Financial Services first reported a position in JMST in Q4 2023 and held it in 5 quarters. The position peaked at $242K in Q3 2024. 491 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

  • Kelly Financial Services reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Kelly Financial Services sold 4,758 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $241K.
  • Kelly Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 5 quarters.
  • Kelly Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $242K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Kelly Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.