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Northwest Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Northwest Capital 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
-138
Closed -$7.03K – 452
2024
Q3 		$7.03K Hold
138
– – ﹤0.01% 345
2024
Q2 		$7K Buy
+138
New +$6.99K ﹤0.01% 340
2019
Q2 		– Sell
-6,739
Closed -$339K – 62
2019
Q1 		$339K Buy
+6,739
New +$339K 0.41% 44

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Northwest Capital Management's JMST Position: Q4 2024 in Review

Northwest Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 138 shares — an estimated $7.03K sold.

Northwest Capital Management first reported a position in JMST in Q1 2019 and held it in 3 quarters. The position peaked at $339K in Q1 2019. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Northwest Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Capital Management sold 138 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $7.03K.
  • Northwest Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2019 and held it in 3 quarters.
  • Northwest Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $339K in Q1 2019.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.