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MJP Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MJP Associates’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
Q3 		– Sell
-457,401
Closed -$23.3M – 261
2025
Q2 		$23.3M Buy
457,401
+84,902
+23% +$4.31M 3.45% 8
2025
Q1 		$18.9M Buy
372,499
+16,949
+5% +$861K 3.42% 7
2024
Q4 		$18M Sell
355,550
-24,088
-6% -$1.22M 3.24% 9
2024
Q3 		$19.3M Buy
379,638
+15,977
+4% +$812K 3.67% 7
2024
Q2 		$18.5M Buy
363,661
+48,487
+15% +$2.46M 3.84% 6
2024
Q1 		$16M Buy
315,174
+25,496
+9% +$1.29M 3.48% 6
2023
Q4 		$14.7M Buy
289,678
+32,358
+13% +$1.64M 3.92% 7
2023
Q3 		$13M Buy
257,320
+94,465
+58% +$4.77M 3.77% 7
2023
Q2 		$8.25M Buy
162,855
+13,293
+9% +$673K 2.7% 9
2023
Q1 		$7.6M Sell
149,562
-13,640
-8% -$691K 2.32% 8
2022
Q4 		$8.25M Sell
163,202
-34,649
-18% -$1.75M 2.4% 9
2022
Q3 		$9.95M Buy
197,851
+61,433
+45% +$3.1M 2.98% 9
2022
Q2 		$6.91M Sell
136,418
-37,547
-22% -$1.9M 1.94% 13
2022
Q1 		$8.81M Buy
173,965
+21,732
+14% +$1.1M 2.21% 13
2021
Q4 		$7.77M Buy
152,233
+62,123
+69% +$3.17M 2.31% 11
2021
Q3 		$4.6M Sell
90,110
-12,149
-12% -$621K 1.56% 16
2021
Q2 		$5.22M Buy
102,259
+20,568
+25% +$1.05M 1.75% 14
2021
Q1 		$4.17M Sell
81,691
-898
-1% -$45.8K 1.69% 13
2020
Q4 		$4.21M Buy
+82,589
New +$4.21M 1.78% 16

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MJP Associates's JMST Position: Q3 2025 in Review

MJP Associates sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 457,401 shares — an estimated $23.3M sold.

MJP Associates first reported a position in JMST in Q4 2020 and held it in 19 quarters. The position peaked at $23.3M in Q2 2025. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • MJP Associates reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
  • MJP Associates sold 457,401 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $23.3M.
  • MJP Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 19 quarters.
  • MJP Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $23.3M in Q2 2025.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on MJP Associates's 13F filing for Q3 2025, filed 7 Nov 2025.