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

Penserra 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 Q3	–	Sell	-157	Closed	-$8K	–	1218
2024 Q2	$8K	Buy	+157	New	+$7.95K	﹤0.01%	989
2024 Q1	–	Sell	-146	Closed	-$7K	–	1341
2023 Q4	$7K	Hold	146	–	–	﹤0.01%	1131
2023 Q3	$7K	Sell	146 -247	-63%	-$12.5K	﹤0.01%	1121
2023 Q2	$19K	Buy	+393	New	+$19.9K	﹤0.01%	1142

Other funds holding JMST

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RCA

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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

Penserra Capital Management's JMST Position: Q3 2024 in Review

Penserra Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 157 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in JMST in Q2 2023 and held it in 4 quarters. The position peaked at $19K in Q2 2023. 433 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

Penserra Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
Penserra Capital Management sold 157 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $8K.
Penserra Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and held it in 4 quarters.
Penserra Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $19K in Q2 2023.
433 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.