QWP
JMST icon

Quotient Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Quotient Wealth Partners’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
2026
Q1 		$7.3M Sell
143,283
-17,259
-11% -$881K 0.19% 37
2025
Q4 		$8.18M Sell
160,542
-7,485
-4% -$381K 0.22% 35
2025
Q3 		$8.58M Sell
168,027
-13,125
-7% -$669K 0.23% 32
2025
Q2 		$9.22M Buy
181,152
+7,799
+4% +$396K 0.27% 30
2025
Q1 		$8.81M Buy
173,353
+12,927
+8% +$657K 0.28% 30
2024
Q4 		$8.14M Buy
160,426
+11,672
+8% +$593K 0.27% 30
2024
Q3 		$7.58M Sell
148,754
-6,353
-4% -$323K 0.25% 31
2024
Q2 		$7.87M Buy
+155,107
New +$7.86M 0.28% 31

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return