Shira Ridge Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Shira Ridge 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 Q4	–	Sell	-17,219	Closed	-$877K	–	82
2024 Q3	$877K	Sell	17,219 -1,420	-8%	-$72.2K	0.45%	36
2024 Q2	$946K	Sell	18,639 -1,816	-9%	-$92K	0.53%	30
2024 Q1	$1.04M	Sell	20,455 -953	-4%	-$48.3K	0.59%	28
2023 Q4	$1.09M	Sell	21,408 -7,913	-27%	-$400K	0.65%	27
2023 Q3	$1.48M	Sell	29,321 -10,081	-26%	-$510K	0.97%	24
2023 Q2	$2M	Sell	39,402 -3,411	-8%	-$173K	1.25%	22
2023 Q1	$2.17M	Sell	42,813 -6,233	-13%	-$316K	1.44%	20
2022 Q4	$2.48M	Buy	+49,046	New	+$2.47M	1.71%	19

Other funds holding JMST

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

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

RCA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Shira Ridge Wealth Management's JMST Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 17,219 shares — an estimated $877K sold.

Shira Ridge Wealth Management first reported a position in JMST in Q4 2022 and held it in 8 quarters. The position peaked at $2.48M in Q4 2022. 460 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

Shira Ridge Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 17,219 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $877K.
Shira Ridge Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 8 quarters.
Shira Ridge Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.48M in Q4 2022.
460 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.