Koshinski Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Koshinski Asset 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	-6,306	Closed	-$320K	–	625
2024 Q1	$320K	Buy	+6,306	New	+$320K	0.03%	416
2022 Q2	–	Sell	-399	Closed	-$20.2K	–	1337
2022 Q1	$20.2K	Hold	399	–	–	﹤0.01%	1409
2021 Q4	$20.4K	Sell	399 -216	-35%	-$11K	﹤0.01%	1442
2021 Q3	$31.4K	Buy	+615	New	+$31.4K	﹤0.01%	1292

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koshinski Asset Management's JMST Position: Q2 2024 in Review

Koshinski Asset Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 6,306 shares — an estimated $320K sold.

Koshinski Asset Management first reported a position in JMST in Q3 2021 and held it in 4 quarters. The position peaked at $320K in Q1 2024. 425 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

Koshinski Asset Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 6,306 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $320K.
Koshinski Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and held it in 4 quarters.
Koshinski Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $320K in Q1 2024.
425 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.