Arete Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Arete Wealth Advisors’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	-4,132	Closed	-$211K	–	566
2025 Q3	$211K	Buy	+4,132	New	+$211K	0.01%	710
2025 Q1	–	Sell	-6,352	Closed	-$322K	–	760
2024 Q4	$322K	Buy	+6,352	New	+$323K	0.02%	532
2023 Q3	–	Sell	-36,557	Closed	-$1.85M	–	617
2023 Q2	$1.85M	Buy	+36,557	New	+$1.85M	0.16%	136
2022 Q4	–	Sell	-177,483	Closed	-$8.93M	–	670
2022 Q3	$8.93M	Buy	177,483 +57,096	+47%	+$2.89M	0.87%	22
2022 Q2	$6.1M	Sell	120,387 -37,926	-24%	-$1.92M	0.62%	44
2022 Q1	$8.02M	Buy	158,313 +11,291	+8%	+$574K	0.67%	35
2021 Q4	$7.5M	Buy	147,022 +57,688	+65%	+$2.94M	0.64%	36
2021 Q3	$4.56M	Sell	89,334 -6,743	-7%	-$344K	0.5%	45
2021 Q2	$4.91M	Buy	96,077 +16,897	+21%	+$863K	0.69%	33
2021 Q1	$4.04M	Buy	79,180 +621	+0.8%	+$31.7K	0.52%	42
2020 Q4	$4.01M	Buy	+78,559	New	+$4.01M	0.57%	40

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

Arete Wealth Advisors's JMST Position: Q4 2025 in Review

Arete Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 4,132 shares — an estimated $211K sold.

Arete Wealth Advisors first reported a position in JMST in Q4 2020 and held it in 11 quarters. The position peaked at $8.93M in Q3 2022. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Arete Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 4,132 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $211K.
Arete Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 11 quarters.
Arete Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.93M in Q3 2022.
547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.