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Significant Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-6,889
Closed -$350K – 115
2024
Q1 		$350K Buy
+6,889
New +$349K 0.23% 110

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Significant Wealth Partners's JMST Position: Q2 2024 in Review

Significant Wealth Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 6,889 shares — an estimated $350K sold.

Significant Wealth Partners first reported a position in JMST in Q1 2024 and held it in 1 quarter. The position peaked at $350K in Q1 2024. 425 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

  • Significant Wealth Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 6,889 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $350K.
  • Significant Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $350K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.