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AlphaCore Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

AlphaCore Capital’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 		$39.2M Buy
769,357
+186,546
+32% +$9.52M 0.93% 24
2025
Q4 		$29.8M Buy
582,811
+85,971
+17% +$4.38M 0.66% 42
2025
Q3 		$25.4M Sell
496,840
-1,904
-0.4% -$97K 0.85% 27
2025
Q2 		$25.4M Buy
498,744
+278,288
+126% +$14.1M 0.97% 25
2025
Q1 		$11.2M Buy
+220,456
New +$11.2M 0.95% 22
2024
Q1 		– Sell
-183,641
Closed -$9.34M – 282
2023
Q4 		$9.34M Sell
183,641
-5,469
-3% -$277K 1.37% 16
2023
Q3 		$9.54M Hold
189,110
– – 1.51% 15
2023
Q2 		$9.58M Buy
+189,110
New +$9.57M 1.54% 14

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

AlphaCore Capital's JMST Position: Q1 2026 in Review

AlphaCore Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 32% in Q1 2026, buying an estimated $9.52M and bringing the position to 769,357 shares worth $39.2M. The position accounts for 0.93% of the portfolio, ranked #24.

AlphaCore Capital first reported a position in JMST in Q2 2023 and has held it in 8 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • AlphaCore Capital held 769,357 shares of JPMorgan Ultra-Short Municipal Income ETF worth $39.2M as of Q1 2026.
  • AlphaCore Capital bought 186,546 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $9.52M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.93% of AlphaCore Capital's portfolio in Q1 2026, its #24 holding.
  • AlphaCore Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 8 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.