Starfox Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Starfox Financial Services’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 Q1	$787K	Sell	15,547 -644	-4%	-$32.7K	0.67%	17
2023 Q4	$822K	Sell	16,191 -8,807	-35%	-$445K	0.76%	16
2023 Q3	$1.26M	Sell	24,998 -2,677	-10%	-$135K	1.36%	14
2023 Q2	$1.4M	Sell	27,675 -4,845	-15%	-$245K	1.44%	13
2023 Q1	$1.65M	Buy	+32,520	New	+$1.65M	1.72%	13

Other funds holding JMST

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

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Starfox Financial Services's JMST Position: Q1 2024 in Review

Starfox Financial Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4% in Q1 2024, selling an estimated $32.7K and leaving 15,547 shares worth $787K. The position accounts for 0.67% of the portfolio, ranked #17.

Starfox Financial Services first reported a position in JMST in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2023. 405 funds tracked by Wall St. Rank hold JMST as of Q1 2024.

Starfox Financial Services held 15,547 shares of JPMorgan Ultra-Short Municipal Income ETF worth $787K as of Q1 2024.
Starfox Financial Services sold 644 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2024, an estimated $32.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.67% of Starfox Financial Services's portfolio in Q1 2024, its #17 holding.
Starfox Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 5 quarters since.
Starfox Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.65M in Q1 2023.
405 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.