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Meridian Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Meridian Wealth 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
Q4 		– Sell
-4,238
Closed -$216K – 649
2024
Q3 		$216K Hold
4,238
– – 0.01% 596
2024
Q2 		$215K Buy
+4,238
New +$215K 0.03% 271
2024
Q1 		– Sell
-10,369
Closed -$526K – 354
2023
Q4 		$526K Sell
10,369
-1,275
-11% -$64.5K 0.03% 372
2023
Q3 		$587K Buy
11,644
+4,227
+57% +$214K 0.04% 333
2023
Q2 		$376K Sell
7,417
-158
-2% -$8K 0.03% 384
2023
Q1 		$385K Buy
7,575
+1,585
+26% +$80.3K 0.03% 367
2022
Q4 		$303K Buy
+5,990
New +$302K 0.03% 411

Other funds holding JMST

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
Fidelity Investments
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
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return