Pine Harbor Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Pine Harbor Wealth 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
2025 Q2	–	Sell	-32,129	Closed	-$1.63M	–	106
2025 Q1	$1.63M	Hold	32,129	–	–	0.65%	23
2024 Q4	$1.63M	Hold	32,129	–	–	0.66%	22
2024 Q3	$1.64M	Hold	32,129	–	–	0.81%	22
2024 Q2	$1.63M	Hold	32,129	–	–	0.96%	23
2024 Q1	$1.63M	Buy	+32,129	New	+$1.63M	1.03%	23

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pine Harbor Wealth Management's JMST Position: Q2 2025 in Review

Pine Harbor Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 32,129 shares — an estimated $1.63M sold.

Pine Harbor Wealth Management first reported a position in JMST in Q1 2024 and held it in 5 quarters. The position peaked at $1.64M in Q3 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Pine Harbor Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
Pine Harbor Wealth Management sold 32,129 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $1.63M.
Pine Harbor Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 5 quarters.
Pine Harbor Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.64M in Q3 2024.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.