AIFG Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

AIFG Consultants’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
2025 Q4	$340K	Buy	+6,672	New	+$340K	0.58%	37

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

AIFG Consultants's JMST Position: Q4 2025 in Review

AIFG Consultants opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025: 6,672 shares worth $340K. The stake represents 0.58% of the portfolio and ranks #37 among its holdings.

547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

AIFG Consultants held 6,672 shares of JPMorgan Ultra-Short Municipal Income ETF worth $340K as of Q4 2025.
JPMorgan Ultra-Short Municipal Income ETF was a new AIFG Consultants position in Q4 2025.
JPMorgan Ultra-Short Municipal Income ETF made up 0.58% of AIFG Consultants's portfolio in Q4 2025, its #37 holding.
547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.