Sheets Smith Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sheets Smith Wealth Management’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
2024 Q1	–	Sell	-3,980	Closed	-$202K	–	391
2023 Q4	$202K	Hold	3,980	–	–	0.03%	327
2023 Q3	$201K	Hold	3,980	–	–	0.03%	310
2023 Q2	$202K	Hold	3,980	–	–	0.03%	312
2023 Q1	$202K	Hold	3,980	–	–	0.03%	300
2022 Q4	$201K	Hold	3,980	–	–	0.03%	292
2022 Q3	$200K	Sell	3,980 -15,931	-80%	-$805K	0.03%	288
2022 Q2	$1.01M	Buy	19,911 +15,931	+400%	+$805K	0.17%	125
2022 Q1	$202K	Hold	3,980	–	–	0.03%	336
2021 Q4	$203K	Hold	3,980	–	–	0.03%	360
2021 Q3	$203K	Buy	+3,980	New	+$203K	0.03%	352

Other funds holding JMST

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

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

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

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sheets Smith Wealth Management's JMST Position: Q1 2024 in Review

Sheets Smith Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2024, closing a stake of 3,980 shares — an estimated $202K sold.

Sheets Smith Wealth Management first reported a position in JMST in Q3 2021 and held it in 10 quarters. The position peaked at $1.01M in Q2 2022. 404 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

Sheets Smith Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,980 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $202K.
Sheets Smith Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and held it in 10 quarters.
Sheets Smith Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.01M in Q2 2022.
404 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.