SFG
JMST icon

Sunburst Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sunburst Financial Group’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
2026
Q2 		$2.35M Sell
45,984
-826
-2% -$42.1K 0.38% 34
2026
Q1 		$2.39M Sell
46,810
-466
-1% -$23.8K 0.44% 31
2025
Q4 		$2.41M Sell
47,276
-210
-0.4% -$10.7K 0.49% 27
2025
Q3 		$2.42M Sell
47,486
-14,132
-23% -$720K 0.51% 27
2025
Q2 		$3.14M Sell
61,618
-2,514
-4% -$128K 0.7% 23
2025
Q1 		$3.26M Sell
64,132
-9,148
-12% -$465K 0.8% 21
2024
Q4 		$3.72M Sell
73,280
-12,071
-14% -$613K 0.92% 21
2024
Q3 		$4.35M Sell
85,351
-6,431
-7% -$327K 1.1% 18
2024
Q2 		$4.66M Sell
91,782
-57,607
-39% -$2.92M 1.26% 18
2024
Q1 		$7.56M Sell
149,389
-41,602
-22% -$2.11M 2.14% 13
2023
Q4 		$9.69M Sell
190,991
-57,226
-23% -$2.89M 3% 8
2023
Q3 		$12.5M Sell
248,217
-38,583
-13% -$1.95M 4.42% 7
2023
Q2 		$14.5M Sell
286,800
-2,587
-0.9% -$131K 5.07% 6
2023
Q1 		$14.7M Buy
289,387
+1,834
+0.6% +$92.9K 5.42% 5
2022
Q4 		$14.5M Buy
287,553
+49,363
+21% +$2.49M 5.79% 5
2022
Q3 		$12M Buy
238,190
+35,899
+18% +$1.81M 5.8% 5
2022
Q2 		$10.2M Buy
+202,291
New +$10.2M 4.91% 6

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return