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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return