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Smith Anglin Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Smith Anglin Financial’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
2025
Q2 		$2.28M Sell
44,715
-63,755
-59% -$3.24M 0.21% 46
2025
Q1 		$5.52M Sell
108,470
-6,871
-6% -$349K 0.58% 23
2024
Q4 		$5.85M Buy
115,341
+16,568
+17% +$842K 0.55% 24
2024
Q3 		$5.03M Buy
+98,773
New +$5.02M 0.48% 25
2023
Q1 		– Sell
-21,054
Closed -$1.06M – 170
2022
Q4 		$1.06M Buy
21,054
+320
+2% +$16.1K 0.2% 52
2022
Q3 		$1.04M Buy
20,734
+223
+1% +$11.3K 0.22% 43
2022
Q2 		$1.04M Buy
20,511
+1,492
+8% +$75.4K 0.3% 42
2022
Q1 		$963K Buy
19,019
+12,572
+195% +$639K 0.22% 48
2021
Q4 		$329K Buy
+6,447
New +$329K 0.06% 115

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return