Amara Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Amara Financial’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	–	Sell	-4,935	Closed	-$252K	–	47
2025 Q3	$252K	Buy	4,935 +75	+2%	+$3.82K	0.19%	44
2025 Q2	$247K	Sell	4,860 -3,192	-40%	-$162K	0.22%	39
2025 Q1	$409K	Buy	8,052 +436	+6%	+$22.2K	0.38%	29
2024 Q4	$386K	Buy	+7,616	New	+$387K	0.36%	29

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

Amara Financial's JMST Position: Q4 2025 in Review

Amara Financial sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 4,935 shares — an estimated $252K sold.

Amara Financial first reported a position in JMST in Q4 2024 and held it in 4 quarters. The position peaked at $409K in Q1 2025. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Amara Financial reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Amara Financial sold 4,935 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $252K.
Amara Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and held it in 4 quarters.
Amara Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $409K in Q1 2025.
546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Amara Financial's 13F filing for Q4 2025, filed 3 Feb 2026.