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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return