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

Able 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	$5.79M	Buy	113,551 +17,084	+18%	+$872K	1.55%	21
2025 Q4	$4.91M	Buy	96,467 +31,840	+49%	+$1.62M	1.55%	22
2025 Q3	$3.3M	Buy	64,627 +26,206	+68%	+$1.34M	1.24%	24
2025 Q2	$1.96M	Buy	38,421 +7,501	+24%	+$381K	0.99%	28
2025 Q1	$1.57M	Buy	30,920 +3,858	+14%	+$196K	0.93%	31
2024 Q4	$1.37M	Buy	27,062 +4,319	+19%	+$219K	0.9%	28
2024 Q3	$1.16M	Sell	22,743 -3,547	-13%	-$180K	0.88%	27
2024 Q2	$1.33M	Sell	26,290 -4,805	-15%	-$243K	1.1%	20
2024 Q1	$1.58M	Buy	31,095 +4,160	+15%	+$211K	1.38%	16
2023 Q4	$1.37M	Buy	+26,935	New	+$1.36M	1.24%	17

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 $2.09B AUM 20.07% 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

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

Able Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 18% in Q1 2026, buying an estimated $872K and bringing the position to 113,551 shares worth $5.79M. The position accounts for 1.55% of the portfolio, ranked #21.

Able Wealth Management first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Able Wealth Management held 113,551 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.79M as of Q1 2026.
Able Wealth Management bought 17,084 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $872K.
JPMorgan Ultra-Short Municipal Income ETF made up 1.55% of Able Wealth Management's portfolio in Q1 2026, its #21 holding.
Able Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.