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Williams & Novak’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Williams & Novak’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
-6,800
Closed -$345K – 134
2024
Q2 		$345K Sell
6,800
-5,400
-44% -$274K 0.32% 73
2024
Q1 		$619K Hold
12,200
– – 0.7% 40
2023
Q4 		$619K Buy
+12,200
New +$617K 0.7% 40

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 & Novak's JMST Position: Q3 2024 in Review

Williams & Novak sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2024, closing a stake of 6,800 shares — an estimated $345K sold.

Williams & Novak first reported a position in JMST in Q4 2023 and held it in 3 quarters. The position peaked at $619K in Q1 2024. 432 funds tracked by Wall St. Rank hold JMST as of Q3 2024.

  • Williams & Novak reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2024 after selling out during the quarter.
  • Williams & Novak sold 6,800 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2024, an estimated $345K.
  • Williams & Novak first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 3 quarters.
  • Williams & Novak's JPMorgan Ultra-Short Municipal Income ETF position peaked at $619K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2024.

Based on Williams & Novak's 13F filing for Q3 2024, filed 7 Oct 2024.