MWA
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MFA Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MFA 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
2025
Q2 		– Sell
-31,366
Closed -$1.59M – 92
2025
Q1 		$1.59M Buy
31,366
+6,731
+27% +$342K 0.39% 38
2024
Q4 		$1.25M Sell
24,635
-27,513
-53% -$1.4M 0.32% 38
2024
Q3 		$2.66M Sell
52,148
-76
-0.1% -$3.86K 0.58% 35
2024
Q2 		$2.65M Sell
52,224
-49,705
-49% -$2.52M 0.58% 38
2024
Q1 		$5.17M Buy
101,929
+1,276
+1% +$64.7K 1.36% 21
2023
Q4 		$5.11M Buy
100,653
+1,266
+1% +$64K 1.44% 19
2023
Q3 		$5.01M Buy
99,387
+10,017
+11% +$506K 1.56% 19
2023
Q2 		$4.53M Buy
+89,370
New +$4.52M 1.43% 20

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return