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Advisory Services Network’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Advisory Services Network’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 		$2.21M Buy
43,357
+8,332
+24% +$425K 0.03% 616
2025
Q4 		$1.78M Buy
35,025
+17,974
+105% +$916K 0.03% 647
2025
Q3 		$870K Buy
17,051
+8,267
+94% +$421K 0.01% 941
2025
Q2 		$448K Buy
8,784
+727
+9% +$36.9K 0.01% 1211
2025
Q1 		$410K Buy
8,057
+842
+12% +$42.8K 0.01% 1147
2024
Q4 		$366K Buy
+7,215
New +$366K 0.01% 1189
2024
Q1 		– Sell
-1,184
Closed -$60.1K – 2607
2023
Q4 		$60.1K Buy
+1,184
New +$59.9K ﹤0.01% 1910
2023
Q2 		– Sell
-854
Closed -$43.4K – 2578
2023
Q1 		$43.4K Buy
854
+250
+41% +$12.7K ﹤0.01% 2095
2022
Q4 		$30.5K Buy
+604
New +$30.5K ﹤0.01% 2228
2022
Q3 		– Sell
-30,597
Closed -$1.55M – 1408
2022
Q2 		$1.55M Buy
30,597
+5,774
+23% +$292K 0.05% 424
2022
Q1 		$1.26M Buy
24,823
+6,608
+36% +$336K 0.04% 555
2021
Q4 		$930K Buy
18,215
+4,179
+30% +$213K 0.03% 651
2021
Q3 		$717K Buy
14,036
+4,431
+46% +$226K 0.02% 732
2021
Q2 		$490K Buy
+9,605
New +$490K 0.02% 890
2021
Q1 		– Sell
-1,711
Closed -$87K – 2179
2020
Q4 		$87K Buy
1,711
+986
+136% +$50.3K ﹤0.01% 1387
2020
Q3 		$37K Buy
+725
New +$37K ﹤0.01% 1739

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Advisory Services Network's JMST Position: Q1 2026 in Review

Advisory Services Network increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 24% in Q1 2026, buying an estimated $425K and bringing the position to 43,357 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #616.

Advisory Services Network first reported a position in JMST in Q3 2020 and has held it in 16 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Advisory Services Network held 43,357 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.21M as of Q1 2026.
  • Advisory Services Network bought 8,332 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $425K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #616 holding.
  • Advisory Services Network first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 16 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.