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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Sutton Place Investors's JMST Position: Q2 2024 in Review

Sutton Place Investors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 6,800 shares — an estimated $345K sold.

Sutton Place Investors first reported a position in JMST in Q4 2021 and held it in 10 quarters. The position peaked at $562K in Q4 2021. 425 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

Sutton Place Investors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
Sutton Place Investors sold 6,800 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $345K.
Sutton Place Investors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 10 quarters.
Sutton Place Investors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $562K in Q4 2021.
425 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Sutton Place Investors's 13F filing for Q2 2024, filed 18 Jul 2024.