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

Apex 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	$7.22M	Buy	141,714 +111,364	+367%	+$5.68M	4.96%	6
2025 Q4	$1.55M	Sell	30,350 -110,112	-78%	-$5.61M	1.57%	21
2025 Q3	$7.17M	Buy	140,462 +9,815	+8%	+$500K	5.13%	4
2025 Q2	$6.65M	Buy	130,647 +503	+0.4%	+$25.5K	5.34%	5
2025 Q1	$6.62M	Buy	130,144 +74,222	+133%	+$3.77M	5.95%	4
2024 Q4	$2.84M	Buy	+55,922	New	+$2.84M	2.45%	15

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 $1.9B AUM 14.38% 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

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

Apex Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 367% in Q1 2026, buying an estimated $5.68M and bringing the position to 141,714 shares worth $7.22M. The position accounts for 4.96% of the portfolio, ranked #6.

Apex Wealth Management first reported a position in JMST in Q4 2024 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Apex Wealth Management held 141,714 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.22M as of Q1 2026.
Apex Wealth Management bought 111,364 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $5.68M.
JPMorgan Ultra-Short Municipal Income ETF made up 4.96% of Apex Wealth Management's portfolio in Q1 2026, its #6 holding.
Apex Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.