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Waypoint Wealth Counsel’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Waypoint Wealth Counsel’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
Q1 		– Sell
-11,762
Closed -$597K – 103
2023
Q4 		$597K Sell
11,762
-1,422
-11% -$71.9K 0.51% 42
2023
Q3 		$665K Sell
13,184
-131
-1% -$6.62K 0.63% 36
2023
Q2 		$674K Sell
13,315
-2,125
-14% -$108K 0.6% 37
2023
Q1 		$784K Sell
15,440
-1,712
-10% -$86.7K 0.61% 38
2022
Q4 		$867K Buy
+17,152
New +$865K 0.7% 36

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return