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

Prosperity 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
2024
Q1 		– Sell
-4,860
Closed -$247K – 190
2023
Q4 		$247K Sell
4,860
-2,743
-36% -$139K 0.16% 102
2023
Q3 		$384K Buy
+7,603
New +$384K 0.25% 73

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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 $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prosperity Wealth Management's JMST Position: Q1 2024 in Review

Prosperity Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 4,860 shares — an estimated $247K sold.

Prosperity Wealth Management first reported a position in JMST in Q3 2023 and held it in 2 quarters. The position peaked at $384K in Q3 2023. 405 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

  • Prosperity Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 4,860 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $247K.
  • Prosperity Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $384K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.