Wealthstar Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealthstar Advisors’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	$793K	Buy	+15,627	New	+$792K	0.64%	17

Other funds holding JMST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthstar Advisors's JMST Position: Q2 2024 in Review

Wealthstar Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2024: 15,627 shares worth $793K. The stake represents 0.64% of the portfolio and ranks #17 among its holdings.

424 funds tracked by Wall St. Rank hold JMST as of Q2 2024.

Wealthstar Advisors held 15,627 shares of JPMorgan Ultra-Short Municipal Income ETF worth $793K as of Q2 2024.
JPMorgan Ultra-Short Municipal Income ETF was a new Wealthstar Advisors position in Q2 2024.
JPMorgan Ultra-Short Municipal Income ETF made up 0.64% of Wealthstar Advisors's portfolio in Q2 2024, its #17 holding.
424 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2024.

Based on Wealthstar Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.