Benjamin Edwards Inc’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Benjamin Edwards Inc’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	$510K	Sell	9,990 -2,071	-17%	-$106K	0.01%	997
2025 Q4	$615K	Buy	12,061 +116	+1%	+$5.91K	0.01%	880
2025 Q3	$610K	Sell	11,945 -188	-2%	-$9.58K	0.01%	868
2025 Q2	$618K	Buy	12,133 +3,907	+47%	+$198K	0.01%	784
2025 Q1	$418K	Buy	8,226 +463	+6%	+$23.5K	0.01%	839
2024 Q4	$394K	Sell	7,763 -1,627	-17%	-$82.6K	0.01%	907
2024 Q3	$479K	Buy	+9,390	New	+$477K	0.01%	808

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Benjamin Edwards Inc's JMST Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q1 2026, selling an estimated $106K and leaving 9,990 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #997.

Benjamin Edwards Inc first reported a position in JMST in Q3 2024 and has held it in 7 quarters since. The position peaked at $618K in Q2 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Benjamin Edwards Inc held 9,990 shares of JPMorgan Ultra-Short Municipal Income ETF worth $510K as of Q1 2026.
Benjamin Edwards Inc sold 2,071 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $106K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #997 holding.
Benjamin Edwards Inc first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's JPMorgan Ultra-Short Municipal Income ETF position peaked at $618K in Q2 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.