Realta Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-64	Closed	-$3.25K	–	574
2024 Q2	$3.25K	Sell	64 -9	-12%	-$456	﹤0.01%	748
2024 Q1	$3.73K	Buy	+73	New	+$3.7K	﹤0.01%	760
2023 Q4	–	Sell	-72	Closed	-$3.63K	–	635
2023 Q3	$3.63K	Hold	72	–	–	﹤0.01%	733
2023 Q2	$3.63K	Buy	+72	New	+$3.65K	﹤0.01%	783
2023 Q1	–	Sell	-71	Closed	-$3.57K	–	648
2022 Q4	$3.57K	Buy	71 +1	+1%	+$50	﹤0.01%	785
2022 Q3	$4K	Buy	+70	New	+$3.54K	﹤0.01%	758

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Realta Investment Advisors's JMST Position: Q3 2024 in Review

Realta Investment Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 64 shares — an estimated $3.25K sold.

Realta Investment Advisors first reported a position in JMST in Q3 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 433 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

Realta Investment Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 64 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $3.25K.
Realta Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4K in Q3 2022.
433 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.