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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
2026
Q1 		– Sell
-4,726
Closed -$241K – 532
2025
Q4 		$241K Buy
4,726
+594
+14% +$30.3K 0.01% 668
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

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

Arete Wealth Advisors's JMST Position: Q1 2026 in Review

Arete Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 4,726 shares — an estimated $241K sold.

Arete Wealth Advisors first reported a position in JMST in Q4 2020 and held it in 12 quarters. The position peaked at $8.93M in Q3 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Arete Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,726 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $241K.
  • Arete Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 12 quarters.
  • Arete Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.93M in Q3 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.