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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Meridian Wealth Management's JMST Position: Q4 2024 in Review

Meridian Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 4,238 shares — an estimated $216K sold.

Meridian Wealth Management first reported a position in JMST in Q4 2022 and held it in 7 quarters. The position peaked at $587K in Q3 2023. 460 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

Meridian Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 4,238 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $216K.
Meridian Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 7 quarters.
Meridian Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $587K in Q3 2023.
460 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.