Kovitz Investment Group Partners
JMST icon

Kovitz Investment Group Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-85,795
Closed -$4.38M – 914
2025
Q3 		$4.38M Buy
85,795
+38,759
+82% +$1.98M 0.02% 489
2025
Q2 		$2.4M Buy
47,036
+42,320
+897% +$2.15M 0.01% 590
2025
Q1 		$240K Buy
+4,716
New +$240K ﹤0.01% 1119

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