LWM Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

LWM Advisory 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
2023 Q4	–	Sell	-754	Closed	-$38.1K	–	124
2023 Q3	$38.1K	Buy	+754	New	+$38.1K	0.04%	99
2023 Q2	–	Sell	-15,883	Closed	-$807K	–	80
2023 Q1	$807K	Sell	15,883 -9,407	-37%	-$476K	0.86%	22
2022 Q4	$1.28M	Sell	25,290 -266	-1%	-$13.4K	1.41%	19
2022 Q3	$1.28M	Buy	+25,556	New	+$1.29M	1.46%	12

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

LWM Advisory Services's JMST Position: Q4 2023 in Review

LWM Advisory Services sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2023, closing a stake of 754 shares — an estimated $38.1K sold.

LWM Advisory Services first reported a position in JMST in Q3 2022 and held it in 4 quarters. The position peaked at $1.28M in Q3 2022. 389 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

LWM Advisory Services reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 754 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2023, an estimated $38.1K.
LWM Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 4 quarters.
LWM Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.28M in Q3 2022.
389 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.