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Rooted Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Rooted Wealth 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
2026
Q1 		$985K Sell
19,325
-1,542
-7% -$78.7K 0.26% 63
2025
Q4 		$1.06M Sell
20,867
-456
-2% -$23.2K 0.3% 59
2025
Q3 		$1.09M Buy
21,323
+110
+0.5% +$5.61K 0.33% 49
2025
Q2 		$1.08M Buy
21,213
+246
+1% +$12.5K 0.37% 39
2025
Q1 		$1.06M Sell
20,967
-47
-0.2% -$2.39K 0.46% 38
2024
Q4 		$1.07M Buy
21,014
+68
+0.3% +$3.45K 0.42% 40
2024
Q3 		$1.06M Buy
20,946
+228
+1% +$11.6K 0.47% 37
2024
Q2 		$1.05M Buy
20,718
+6,815
+49% +$345K 0.46% 40
2024
Q1 		$703K Buy
13,903
+188
+1% +$9.54K 0.35% 45
2023
Q4 		$695K Buy
+13,715
New +$693K 0.36% 45

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 $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B 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 $530B 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