Royal Harbor Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Royal Harbor 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
2025 Q1	–	Sell	-8,886	Closed	-$451K	–	49
2024 Q4	$451K	Hold	8,886	–	–	0.17%	32
2024 Q3	$453K	Hold	8,886	–	–	0.18%	34
2024 Q2	$451K	Hold	8,886	–	–	0.19%	33
2024 Q1	$451K	Hold	8,886	–	–	0.2%	40
2023 Q4	$451K	Hold	8,886	–	–	0.21%	40
2023 Q3	$448K	Hold	8,886	–	–	0.23%	38
2023 Q2	$450K	Hold	8,886	–	–	0.22%	53
2023 Q1	$451K	Sell	8,886 -19,696	-69%	-$997K	0.24%	58
2022 Q4	$1.44M	Sell	28,582 -9,994	-26%	-$504K	0.89%	32
2022 Q3	$1.94M	Buy	38,576 +19,817	+106%	+$1M	1.33%	30
2022 Q2	$950K	Buy	+18,759	New	+$948K	0.65%	41

Other funds holding JMST

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

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

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

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Royal Harbor Partners's JMST Position: Q1 2025 in Review

Royal Harbor Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2025, closing a stake of 8,886 shares — an estimated $451K sold.

Royal Harbor Partners first reported a position in JMST in Q2 2022 and held it in 11 quarters. The position peaked at $1.94M in Q3 2022. 492 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

Royal Harbor Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
Royal Harbor Partners sold 8,886 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $451K.
Royal Harbor Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and held it in 11 quarters.
Royal Harbor Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.94M in Q3 2022.
492 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Royal Harbor Partners's 13F filing for Q1 2025, filed 29 Apr 2025.