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

SigFig 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 Q3	–	Sell	-9,886	Closed	-$502K	–	125
2024 Q2	$502K	Sell	9,886 -19,565	-66%	-$991K	0.02%	109
2024 Q1	$1.49M	Sell	29,451 -14,130	-32%	-$717K	0.05%	90
2023 Q4	$2.21M	Sell	43,581 -40,028	-48%	-$2.02M	0.08%	78
2023 Q3	$4.22M	Sell	83,609 -82,554	-50%	-$4.17M	0.17%	59
2023 Q2	$8.41M	Sell	166,163 -13,975	-8%	-$707K	0.33%	37
2023 Q1	$9.15M	Buy	+180,138	New	+$9.12M	0.5%	27

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

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

SigFig Wealth Management's JMST Position: Q3 2024 in Review

SigFig Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 9,886 shares — an estimated $502K sold.

SigFig Wealth Management first reported a position in JMST in Q1 2023 and held it in 6 quarters. The position peaked at $9.15M in Q1 2023. 433 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

SigFig Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
SigFig Wealth Management sold 9,886 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $502K.
SigFig Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and held it in 6 quarters.
SigFig Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.15M in Q1 2023.
433 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on SigFig Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.