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Atria Investments’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Atria Investments’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
-8,032
Closed -$409K – 2109
2025
Q4 		$409K Buy
8,032
+263
+3% +$13.4K ﹤0.01% 1561
2025
Q3 		$397K Sell
7,769
-5,576
-42% -$284K ﹤0.01% 1565
2025
Q2 		$680K Buy
13,345
+1,465
+12% +$74.4K 0.01% 1258
2025
Q1 		$604K Sell
11,880
-25,039
-68% -$1.27M 0.01% 1243
2024
Q4 		$1.87M Buy
36,919
+2,593
+8% +$132K 0.02% 703
2024
Q3 		$1.75M Buy
34,326
+1,520
+5% +$77.3K 0.02% 715
2024
Q2 		$1.66M Buy
32,806
+283
+0.9% +$14.3K 0.02% 713
2024
Q1 		$1.65M Buy
+32,523
New +$1.65M 0.02% 734
2023
Q2 		– Sell
-62,774
Closed -$3.19M – 860
2023
Q1 		$3.19M Buy
+62,774
New +$3.18M 0.06% 377

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Atria Investments's JMST Position: Q1 2026 in Review

Atria Investments sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 8,032 shares — an estimated $409K sold.

Atria Investments first reported a position in JMST in Q1 2023 and held it in 9 quarters. The position peaked at $3.19M in Q1 2023. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Atria Investments reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 8,032 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $409K.
  • Atria Investments first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and held it in 9 quarters.
  • Atria Investments's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.19M in Q1 2023.
  • 556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.