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Stokes Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-9,204
Closed -$464K – 279
2023
Q3 		$464K Buy
+9,204
New +$465K 0.05% 191

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stokes Family Office's JMST Position: Q4 2023 in Review

Stokes Family Office sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2023, closing a stake of 9,204 shares — an estimated $464K sold.

Stokes Family Office first reported a position in JMST in Q3 2023 and held it in 1 quarter. The position peaked at $464K in Q3 2023. 389 funds tracked by Wall St. Rank hold JMST as of Q4 2023.

  • Stokes Family Office reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 9,204 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2023, an estimated $464K.
  • Stokes Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and held it in 1 quarter.
  • Stokes Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $464K in Q3 2023.
  • 389 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.