Sandy Spring Bank’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sandy Spring Bank’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	$42.4K	Sell	834 -291	-26%	-$14.8K	﹤0.01%	599
2024 Q4	$57K	Hold	1,125	–	–	﹤0.01%	553
2024 Q3	$57.3K	Sell	1,125 -100	-8%	-$5.08K	﹤0.01%	562
2024 Q2	$62.2K	Sell	1,225 -875	-42%	-$44.3K	﹤0.01%	540
2024 Q1	$107K	Sell	2,100 -150	-7%	-$7.61K	﹤0.01%	452
2023 Q4	$114K	Hold	2,250	–	–	0.01%	425
2023 Q3	$114K	Sell	2,250 -750	-25%	-$37.9K	0.01%	419
2023 Q2	$152K	Sell	3,000 -2,300	-43%	-$116K	0.01%	387
2023 Q1	$269K	Sell	5,300 -800	-13%	-$40.5K	0.02%	317
2022 Q4	$308K	Sell	6,100 -900	-13%	-$45.4K	0.02%	296
2022 Q3	$352K	Sell	7,000 -350	-5%	-$17.7K	0.02%	269
2022 Q2	$372K	Sell	7,350 -300	-4%	-$15.2K	0.02%	264
2022 Q1	$387K	Sell	7,650 -8,450	-52%	-$429K	0.02%	275
2021 Q4	$822K	Buy	+16,100	New	+$822K	0.04%	224

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.12B AUM 14.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sandy Spring Bank's JMST Position: Q1 2025 in Review

Sandy Spring Bank reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q1 2025, selling an estimated $14.8K and leaving 834 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Sandy Spring Bank first reported a position in JMST in Q4 2021 and has held it in 14 quarters since. The position peaked at $822K in Q4 2021. 491 funds tracked by Wall St. Rank hold JMST as of Q1 2025.

Sandy Spring Bank held 834 shares of JPMorgan Ultra-Short Municipal Income ETF worth $42.4K as of Q1 2025.
Sandy Spring Bank sold 291 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2025, an estimated $14.8K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #599 holding.
Sandy Spring Bank first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 14 quarters since.
Sandy Spring Bank's JPMorgan Ultra-Short Municipal Income ETF position peaked at $822K in Q4 2021.
491 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.