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

Ariadne 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 		$1.07M Sell
21,072
-19,854
-49% -$1.01M 0.48% 45
2025
Q4 		$2.09M Hold
40,926
– – 0.86% 27
2025
Q3 		$2.08M Hold
40,926
– – 0.93% 25
2025
Q2 		$2.09M Buy
40,926
+1,180
+3% +$59.9K 1% 24
2025
Q1 		$2.02M Hold
39,746
– – 1.05% 20
2024
Q4 		$2.02M Buy
+39,746
New +$2.02M 0.92% 25

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

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

Ariadne Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 49% in Q1 2026, selling an estimated $1.01M and leaving 21,072 shares worth $1.07M. The position accounts for 0.48% of the portfolio, ranked #45.

Ariadne Wealth Management first reported a position in JMST in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.09M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Ariadne Wealth Management held 21,072 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.07M as of Q1 2026.
  • Ariadne Wealth Management sold 19,854 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.01M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.48% of Ariadne Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Ariadne Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Ariadne Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.09M in Q4 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

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