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Wealthspire Advisors (New York)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-30,634
Closed -$1.56M – 816
2024
Q3 		$1.56M Sell
30,634
-33,003
-52% -$1.68M 0.02% 292
2024
Q2 		$3.23M Buy
+63,637
New +$3.22M 0.04% 142

Other funds holding JMST

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 $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s JMST Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2024, closing a stake of 30,634 shares — an estimated $1.56M sold.

Wealthspire Advisors (New York) first reported a position in JMST in Q2 2024 and held it in 2 quarters. The position peaked at $3.23M in Q2 2024. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

  • Wealthspire Advisors (New York) reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 30,634 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2024, an estimated $1.56M.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.23M in Q2 2024.
  • 459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.