MONECO Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MONECO 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 Q1	–	Sell	-10,939	Closed	-$555K	–	479
2024 Q4	$555K	Buy	10,939 +3,060	+39%	+$155K	0.06%	257
2024 Q3	$401K	Buy	+7,879	New	+$401K	0.05%	290
2024 Q2	–	Sell	-4,237	Closed	-$215K	–	434
2024 Q1	$215K	Buy	+4,237	New	+$215K	0.03%	387
2022 Q4	–	Sell	-5,088	Closed	-$256K	–	275
2022 Q3	$256K	Sell	5,088 -1,001	-16%	-$50.6K	0.1%	198
2022 Q2	$308K	Sell	6,089 -200	-3%	-$10.1K	0.12%	178
2022 Q1	$318K	Sell	6,289 -2,000	-24%	-$102K	0.12%	171
2021 Q4	$421K	Hold	8,289	–	–	0.16%	139
2021 Q3	$423K	Sell	8,289 -1,000	-11%	-$51.1K	0.17%	135
2021 Q2	$474K	Hold	9,289	–	–	0.22%	110
2021 Q1	$474K	Buy	9,289 +3,000	+48%	+$153K	0.23%	103
2020 Q4	$321K	Sell	6,289 -800	-11%	-$40.8K	0.18%	119
2020 Q3	$361K	Buy	+7,089	New	+$362K	0.23%	101

Other funds holding JMST

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

RCA

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

MONECO Advisors's JMST Position: Q1 2025 in Review

MONECO Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 10,939 shares — an estimated $555K sold.

MONECO Advisors first reported a position in JMST in Q3 2020 and held it in 12 quarters. The position peaked at $555K in Q4 2024. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

MONECO Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
MONECO Advisors sold 10,939 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $555K.
MONECO Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and held it in 12 quarters.
MONECO Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $555K in Q4 2024.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.