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Salomon & Ludwin’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Salomon & Ludwin’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 		$60.9M Buy
1,189,881
+17,811
+2% +$909K 5.44% 3
2025
Q4 		$59.7M Buy
1,172,070
+22,032
+2% +$1.12M 5.28% 4
2025
Q3 		$58.6M Buy
1,150,038
+133,284
+13% +$6.79M 5.27% 4
2025
Q2 		$51.7M Sell
1,016,754
-482
-0% -$24.5K 5.1% 4
2025
Q1 		$51.7M Sell
1,017,236
-10,300
-1% -$523K 5.51% 3
2024
Q4 		$52.1M Buy
1,027,536
+7,925
+0.8% +$403K 5.52% 3
2024
Q3 		$51.9M Buy
1,019,611
+830,218
+438% +$42.2M 5.29% 3
2024
Q2 		$9.61M Buy
189,393
+44,710
+31% +$2.26M 1.07% 25
2024
Q1 		$7.35M Buy
+144,683
New +$7.34M 0.63% 38

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return