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Williams Jones Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Williams Jones Wealth Management’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
Q3 		– Sell
-6,040
Closed -$307K – 550
2024
Q2 		$307K Sell
6,040
-3,000
-33% -$152K ﹤0.01% 414
2024
Q1 		$459K Buy
+9,040
New +$459K 0.01% 369

Other funds holding JMST

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Williams Jones Wealth Management's JMST Position: Q3 2024 in Review

Williams Jones Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 6,040 shares — an estimated $307K sold.

Williams Jones Wealth Management first reported a position in JMST in Q1 2024 and held it in 2 quarters. The position peaked at $459K in Q1 2024. 432 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

  • Williams Jones Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 6,040 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $307K.
  • Williams Jones Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and held it in 2 quarters.
  • Williams Jones Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $459K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on Williams Jones Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.