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Personal CFO Solutions’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-4,777
Closed -$242K – 575
2024
Q1 		$242K Buy
+4,777
New +$242K 0.04% 458

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Personal CFO Solutions's JMST Position: Q2 2024 in Review

Personal CFO Solutions sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 4,777 shares — an estimated $242K sold.

Personal CFO Solutions first reported a position in JMST in Q1 2024 and held it in 1 quarter. The position peaked at $242K in Q1 2024. 424 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

  • Personal CFO Solutions reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,777 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $242K.
  • Personal CFO Solutions first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 1 quarter.
  • Personal CFO Solutions's JPMorgan Ultra-Short Municipal Income ETF position peaked at $242K in Q1 2024.
  • 424 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.