MPWT
JMST icon

MassMutual Private Wealth & Trust’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q2 		$399K Sell
7,817
-192
-2% -$9.78K 0.01% 345
2026
Q1 		$408K Buy
8,009
+7,972
+21,546% +$407K 0.01% 331
2025
Q4 		$1.89K Hold
37
– – ﹤0.01% 2009
2025
Q3 		$1.89K Hold
37
– – ﹤0.01% 2000
2025
Q2 		$1.88K Sell
37
-1,000
-96% -$50.8K ﹤0.01% 1965
2025
Q1 		$52.7K Hold
1,037
– – ﹤0.01% 717
2024
Q4 		$52.6K Sell
1,037
-1,725
-62% -$87.6K ﹤0.01% 730
2024
Q3 		$141K Sell
2,762
-19,979
-88% -$1.02M ﹤0.01% 459
2024
Q2 		$1.15M Buy
22,741
+13,283
+140% +$673K 0.04% 230
2024
Q1 		$480K Sell
9,458
-673
-7% -$34.1K 0.01% 298
2023
Q4 		$514K Sell
10,131
-8,802
-46% -$445K 0.02% 284
2023
Q3 		$955K Buy
18,933
+7,749
+69% +$392K 0.04% 226
2023
Q2 		$566K Buy
11,184
+6,034
+117% +$305K 0.02% 266
2023
Q1 		$262K Sell
5,150
-13,347
-72% -$676K 0.01% 332
2022
Q4 		$935K Sell
18,497
-483
-3% -$24.4K 0.04% 223
2022
Q3 		$955K Buy
+18,980
New +$959K 0.04% 220
2022
Q2 		– Sell
-880
Closed -$45K – 1624
2022
Q1 		$45K Buy
+880
New +$44.7K ﹤0.01% 477

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return