WR Wealth Planners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WR Wealth Planners’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	$56.1K	Hold	1,107	–	–	0.02%	304
2024 Q3	$56.4K	Sell	1,107 -934	-46%	-$47.5K	0.02%	327
2024 Q2	$104K	Hold	2,041	–	–	0.03%	248
2024 Q1	$104K	Buy	+2,041	New	+$104K	0.03%	253
2023 Q4	–	Sell	-5,012	Closed	-$253K	–	539
2023 Q3	$253K	Buy	5,012 +52	+1%	+$2.63K	0.1%	148
2023 Q2	$251K	Buy	4,960 +4,926	+14,488%	+$249K	0.1%	147
2023 Q1	$1.73K	Buy	+34	New	+$1.72K	﹤0.01%	787

Other funds holding JMST

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

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

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WR Wealth Planners's JMST Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q4 2024 at 1,107 shares worth $56.1K. The position accounts for 0.02% of the portfolio, ranked #304.

WR Wealth Planners first reported a position in JMST in Q1 2023 and has held it in 7 quarters since. The position peaked at $253K in Q3 2023. 459 funds tracked by Wall St. Rank hold JMST as of Q4 2024.

WR Wealth Planners held 1,107 shares of JPMorgan Ultra-Short Municipal Income ETF worth $56.1K as of Q4 2024.
WR Wealth Planners left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q4 2024.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #304 holding.
WR Wealth Planners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $253K in Q3 2023.
459 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.