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Sutton Place Investors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sutton Place Investors’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
Q2 		– Sell
-6,800
Closed -$345K – 140
2024
Q1 		$345K Sell
6,800
-3,200
-32% -$162K 0.17% 122
2023
Q4 		$507K Hold
10,000
– – 0.37% 86
2023
Q3 		$505K Hold
10,000
– – 0.66% 39
2023
Q2 		$507K Sell
10,000
-1,000
-9% -$50.6K 0.7% 42
2023
Q1 		$559K Hold
11,000
– – 0.76% 37
2022
Q4 		$556K Hold
11,000
– – 0.79% 35
2022
Q3 		$553K Hold
11,000
– – 0.84% 34
2022
Q2 		$557K Hold
11,000
– – 0.81% 35
2022
Q1 		$555K Hold
11,000
– – 0.66% 38
2021
Q4 		$562K Buy
+11,000
New +$561K 0.65% 41

Other funds holding JMST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return