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

49 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
2026 Q1	$1.05M	Buy	20,633 +1,631	+9%	+$83.2K	0.08%	70
2025 Q4	$968K	Buy	19,002 +9,228	+94%	+$470K	0.08%	72
2025 Q3	$499K	Buy	9,774 +1,273	+15%	+$64.9K	0.05%	95
2025 Q2	$433K	Sell	8,501 -9,981	-54%	-$507K	0.05%	96
2025 Q1	$940K	Buy	18,482 +865	+5%	+$44K	0.11%	62
2024 Q4	$893K	Sell	17,617 -9,205	-34%	-$468K	0.13%	57
2024 Q3	$1.37M	Sell	26,822 -18,038	-40%	-$917K	0.22%	44
2024 Q2	$2.27M	Sell	44,860 -42,576	-49%	-$2.16M	0.45%	42
2024 Q1	$4.42M	Buy	87,436 +180	+0.2%	+$9.13K	0.95%	21
2023 Q4	$4.43M	Buy	+87,256	New	+$4.41M	1.14%	21

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

49 Wealth Management's JMST Position: Q1 2026 in Review

49 Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.6% in Q1 2026, buying an estimated $83.2K and bringing the position to 20,633 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #70.

49 Wealth Management first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.43M in Q4 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

49 Wealth Management held 20,633 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.05M as of Q1 2026.
49 Wealth Management bought 1,631 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $83.2K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of 49 Wealth Management's portfolio in Q1 2026, its #70 holding.
49 Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.43M in Q4 2023.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.