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

Spire 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	-200	Closed	-$10.2K	–	2486
2024 Q3	$10.2K	Hold	200	–	–	﹤0.01%	1625
2024 Q2	$10.1K	Sell	200 -17,498	-99%	-$886K	﹤0.01%	1627
2024 Q1	$898K	Sell	17,698 -1,658	-9%	-$84.1K	0.02%	395
2023 Q4	$982K	Sell	19,356 -4,422	-19%	-$224K	0.03%	363
2023 Q3	$1.2M	Sell	23,778 -2,414	-9%	-$122K	0.05%	299
2023 Q2	$1.33M	Buy	26,192 +1,060	+4%	+$53.7K	0.05%	291
2023 Q1	$1.28M	Buy	25,132 +22,292	+785%	+$1.13M	0.05%	303
2022 Q4	$144K	Buy	2,840 +2,220	+358%	+$112K	0.01%	631
2022 Q3	$31K	Buy	+620	New	+$31.3K	﹤0.01%	1137

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

Spire Wealth Management's JMST Position: Q4 2024 in Review

Spire Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 200 shares — an estimated $10.2K sold.

Spire Wealth Management first reported a position in JMST in Q3 2022 and held it in 9 quarters. The position peaked at $1.33M in Q2 2023. 460 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

Spire Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 200 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $10.2K.
Spire Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 9 quarters.
Spire Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.33M in Q2 2023.
460 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.