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Beacon Pointe Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beacon Pointe 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 		$1.53M Buy
29,933
+3,132
+12% +$160K 0.01% 825
2025
Q4 		$1.37M Buy
26,801
+6,936
+35% +$353K 0.01% 727
2025
Q3 		$1.01M Buy
19,865
+7,007
+54% +$357K 0.01% 758
2025
Q2 		$655K Buy
12,858
+4,853
+61% +$246K 0.01% 807
2025
Q1 		$407K Buy
8,005
+499
+7% +$25.4K ﹤0.01% 913
2024
Q4 		$381K Buy
7,506
+8
+0.1% +$406 ﹤0.01% 922
2024
Q3 		$382K Sell
7,498
-944
-11% -$48K ﹤0.01% 946
2024
Q2 		$428K Buy
8,442
+2,721
+48% +$138K 0.01% 928
2024
Q1 		$290K Buy
+5,721
New +$290K ﹤0.01% 1125
2023
Q4 		– Sell
-22,834
Closed -$1.15M – 1358
2023
Q3 		$1.15M Buy
+22,834
New +$1.15M 0.01% 590
2023
Q1 		– Sell
-4,258
Closed -$215K – 1180
2022
Q4 		$215K Sell
4,258
-4,151
-49% -$209K ﹤0.01% 977
2022
Q3 		$423K Buy
+8,409
New +$425K 0.01% 691

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

Beacon Pointe Advisors's JMST Position: Q1 2026 in Review

Beacon Pointe Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q1 2026, buying an estimated $160K and bringing the position to 29,933 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #825.

Beacon Pointe Advisors first reported a position in JMST in Q3 2022 and has held it in 12 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Beacon Pointe Advisors held 29,933 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.53M as of Q1 2026.
  • Beacon Pointe Advisors bought 3,132 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $160K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #825 holding.
  • Beacon Pointe Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 12 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.