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

Ropes 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
2023 Q3	$568K	Buy	11,252 +296	+3%	+$15K	0.11%	147
2023 Q2	$555K	Sell	10,956 -336	-3%	-$17K	0.09%	165
2023 Q1	$574K	Sell	11,292 -613	-5%	-$31K	0.1%	165
2022 Q4	$602K	Buy	11,905 +685	+6%	+$34.5K	0.11%	152
2022 Q3	$564K	Sell	11,220 -2,282	-17%	-$115K	0.12%	145
2022 Q2	$684K	Sell	13,502 -276	-2%	-$13.9K	0.14%	129
2022 Q1	$698K	Buy	+13,778	New	+$700K	0.12%	159

Other funds holding JMST

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

RCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ropes Wealth Advisors's JMST Position: Q3 2023 in Review

Ropes Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.7% in Q3 2023, buying an estimated $15K and bringing the position to 11,252 shares worth $568K. The position accounts for 0.11% of the portfolio, ranked #147.

Ropes Wealth Advisors first reported a position in JMST in Q1 2022 and has held it in 7 quarters since. The position peaked at $698K in Q1 2022. 359 funds tracked by Wall St. Rank hold JMST as of Q3 2023.

Ropes Wealth Advisors held 11,252 shares of JPMorgan Ultra-Short Municipal Income ETF worth $568K as of Q3 2023.
Ropes Wealth Advisors bought 296 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2023, an estimated $15K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Ropes Wealth Advisors's portfolio in Q3 2023, its #147 holding.
Ropes Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 7 quarters since.
Ropes Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $698K in Q1 2022.
359 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.