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

Symphony Financial’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
-3,954
Closed -$201K – 217
2024
Q1 		$201K Hold
3,954
– – 0.05% 188
2023
Q4 		$201K Buy
+3,954
New +$200K 0.04% 189

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 $377B 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 $530B 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 $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symphony Financial's JMST Position: Q2 2024 in Review

Symphony Financial sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024, closing a stake of 3,954 shares — an estimated $201K sold.

Symphony Financial first reported a position in JMST in Q4 2023 and held it in 2 quarters. The position peaked at $201K in Q4 2023. 424 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

  • Symphony Financial reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2024 after selling out during the quarter.
  • Symphony Financial sold 3,954 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2024, an estimated $201K.
  • Symphony Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 2 quarters.
  • Symphony Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $201K in Q4 2023.
  • 424 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Symphony Financial's 13F filing for Q2 2024, filed 18 Jul 2024.