Meadow Creek Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Meadow Creek Wealth Advisors’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 Q4	–	Sell	-6,700	Closed	-$341K	–	140
2024 Q3	$341K	Hold	6,700	–	–	0.27%	90
2024 Q2	$340K	Hold	6,700	–	–	0.32%	82
2024 Q1	$340K	Hold	6,700	–	–	0.24%	98
2023 Q4	$340K	Buy	+6,700	New	+$339K	0.33%	73
2022 Q3	$355K	Buy	+7,057	New	+$357K	0.47%	57

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Meadow Creek Wealth Advisors's JMST Position: Q4 2024 in Review

Meadow Creek Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 6,700 shares — an estimated $341K sold.

Meadow Creek Wealth Advisors first reported a position in JMST in Q3 2022 and held it in 5 quarters. The position peaked at $355K in Q3 2022. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

Meadow Creek Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
Meadow Creek Wealth Advisors sold 6,700 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $341K.
Meadow Creek Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 5 quarters.
Meadow Creek Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $355K in Q3 2022.
459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Meadow Creek Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.