BHK Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

BHK Investment 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	$816K	Hold	16,000	–	–	0.27%	43
2025 Q4	$815K	Buy	16,000 +10,000	+167%	+$509K	0.27%	39
2025 Q3	$306K	Hold	6,000	–	–	0.11%	60
2025 Q2	$306K	Hold	6,000	–	–	0.12%	55
2025 Q1	$305K	Hold	6,000	–	–	0.13%	51
2024 Q4	$304K	Hold	6,000	–	–	0.11%	52
2024 Q3	$306K	Hold	6,000	–	–	0.11%	54
2024 Q2	$304K	Hold	6,000	–	–	0.12%	51
2024 Q1	$304K	Buy	+6,000	New	+$304K	0.12%	53
2023 Q3	–	Sell	-7,000	Closed	-$355K	–	56
2023 Q2	$355K	Hold	7,000	–	–	0.15%	50
2023 Q1	$356K	Buy	+7,000	New	+$354K	0.16%	51
2022 Q4	–	Sell	-7,000	Closed	-$352K	–	61
2022 Q3	$352K	Buy	7,000 +1,000	+17%	+$50.5K	0.18%	46
2022 Q2	$304K	Hold	6,000	–	–	0.14%	59
2022 Q1	$304K	Hold	6,000	–	–	0.13%	58
2021 Q4	$306K	Hold	6,000	–	–	0.12%	58
2021 Q3	$306K	Buy	+6,000	New	+$306K	0.13%	59

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

BHK Investment Advisors's JMST Position: Q1 2026 in Review

BHK Investment Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 16,000 shares worth $816K. The position accounts for 0.27% of the portfolio, ranked #43.

BHK Investment Advisors first reported a position in JMST in Q3 2021 and has held it in 16 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

BHK Investment Advisors held 16,000 shares of JPMorgan Ultra-Short Municipal Income ETF worth $816K as of Q1 2026.
BHK Investment Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of BHK Investment Advisors's portfolio in Q1 2026, its #43 holding.
BHK Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 16 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.