Priebe Wealth Holdings’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Priebe Wealth Holdings’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	$1.07M	Buy	20,946 +11,566	+123%	+$587K	0.92%	24
2025 Q1	$477K	Sell	9,380 -14,448	-61%	-$734K	0.3%	42
2024 Q4	$1.21M	Buy	23,828 +1,785	+8%	+$90.7K	0.82%	22
2024 Q3	$1.12M	Buy	22,043 +3,756	+21%	+$191K	0.82%	18
2024 Q2	$928K	Sell	18,287 -3,035	-14%	-$154K	0.74%	21
2024 Q1	$1.08M	Sell	21,322 -13,250	-38%	-$672K	0.84%	16
2023 Q4	$1.75M	Buy	+34,572	New	+$1.75M	1.44%	12

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

Priebe Wealth Holdings's JMST Position: Q2 2025 in Review

Priebe Wealth Holdings increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 123% in Q2 2025, buying an estimated $587K and bringing the position to 20,946 shares worth $1.07M. The position accounts for 0.92% of the portfolio, ranked #24.

Priebe Wealth Holdings first reported a position in JMST in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2023. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Priebe Wealth Holdings held 20,946 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.07M as of Q2 2025.
Priebe Wealth Holdings bought 11,566 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $587K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.92% of Priebe Wealth Holdings's portfolio in Q2 2025, its #24 holding.
Priebe Wealth Holdings first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.75M in Q4 2023.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.