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Macroview Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Macroview Investment 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
Q3 		– Sell
-600
Closed -$30.4K – 613
2024
Q2 		$30.4K Hold
600
– – 0.03% 152
2024
Q1 		$30.4K Hold
600
– – 0.03% 161
2023
Q4 		$30.4K Buy
+600
New +$30.3K 0.04% 153

Other funds holding JMST

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 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 $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macroview Investment Management's JMST Position: Q3 2024 in Review

Macroview Investment Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 600 shares — an estimated $30.4K sold.

Macroview Investment Management first reported a position in JMST in Q4 2023 and held it in 3 quarters. The position peaked at $30.4K in Q2 2024. 432 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

  • Macroview Investment Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • Macroview Investment Management sold 600 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $30.4K.
  • Macroview Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 3 quarters.
  • Macroview Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $30.4K in Q2 2024.
  • 432 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on Macroview Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.