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

BlackDiamond 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	$549K	Sell	10,765 -150	-1%	-$7.66K	0.26%	83
2025 Q4	$557K	Sell	10,915 -1,108	-9%	-$56.4K	0.27%	79
2025 Q3	$614K	Buy	12,023 +390	+3%	+$19.9K	0.33%	59
2025 Q2	$591K	Sell	11,633 -692	-6%	-$35.1K	0.34%	57
2025 Q1	$625K	Buy	12,325 +6	+0%	+$305	0.42%	48
2024 Q4	$625K	Buy	12,319 +2,206	+22%	+$112K	0.36%	60
2024 Q3	$513K	Sell	10,113 -70	-0.7%	-$3.56K	0.31%	81
2024 Q2	$517K	Buy	10,183 +2,925	+40%	+$148K	0.34%	70
2024 Q1	$368K	Buy	7,258 +582	+9%	+$29.5K	0.26%	87
2023 Q4	$338K	Buy	6,676 +181	+3%	+$9.15K	0.25%	89
2023 Q3	$328K	Buy	+6,495	New	+$328K	0.3%	80

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

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

BlackDiamond Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.4% in Q1 2026, selling an estimated $7.66K and leaving 10,765 shares worth $549K. The position accounts for 0.26% of the portfolio, ranked #83.

BlackDiamond Wealth Management first reported a position in JMST in Q3 2023 and has held it in 11 quarters since. The position peaked at $625K in Q1 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

BlackDiamond Wealth Management held 10,765 shares of JPMorgan Ultra-Short Municipal Income ETF worth $549K as of Q1 2026.
BlackDiamond Wealth Management sold 150 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $7.66K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.26% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #83 holding.
BlackDiamond Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
BlackDiamond Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $625K in Q1 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.