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JMST icon

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

Nottingham 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
2024
Q4 		– Sell
-14,270
Closed -$727K – 140
2024
Q3 		$727K Buy
14,270
+6,435
+82% +$327K 0.08% 82
2024
Q2 		$398K Sell
7,835
-17,960
-70% -$910K 0.05% 114
2024
Q1 		$984K Buy
25,795
+20,795
+416% +$1.05M 0.12% 65
2023
Q4 		$254K Buy
+5,000
New +$253K 0.04% 120
2023
Q2 		– Sell
-4,950
Closed -$251K – 135
2023
Q1 		$251K Sell
4,950
-3,455
-41% -$175K 0.03% 123
2022
Q4 		$425K Sell
8,405
-6,000
-42% -$303K 0.06% 101
2022
Q3 		$725K Sell
14,405
-450
-3% -$22.7K 0.1% 70
2022
Q2 		$752K Sell
14,855
-1,000
-6% -$50.5K 0.1% 68
2022
Q1 		$803K Sell
15,855
-14,300
-47% -$726K 0.1% 72
2021
Q4 		$1.54M Buy
30,155
+5,150
+21% +$263K 0.17% 57
2021
Q3 		$1.28M Buy
25,005
+14,050
+128% +$718K 0.13% 63
2021
Q2 		$559K Buy
10,955
+1,685
+18% +$86K 0.06% 89
2021
Q1 		$473K Buy
+9,270
New +$473K 0.05% 96

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
Fidelity Investments
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
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Nottingham Advisors's JMST Position: Q4 2024 in Review

Nottingham Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 14,270 shares — an estimated $727K sold.

Nottingham Advisors first reported a position in JMST in Q1 2021 and held it in 13 quarters. The position peaked at $1.54M in Q4 2021. 460 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Nottingham Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Nottingham Advisors sold 14,270 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $727K.
  • Nottingham Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 13 quarters.
  • Nottingham Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.54M in Q4 2021.
  • 460 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Nottingham Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.