Blue Trust Inc’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Blue Trust 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	–	Sell	-4	Closed	-$204	–	2605
2025 Q4	$204	Buy	+4	New	+$204	﹤0.01%	2475
2025 Q1	–	Sell	-1,625	Closed	-$82.4K	–	2523
2024 Q4	$82.4K	Buy	+1,625	New	+$82.5K	﹤0.01%	1014
2023 Q1	–	Sell	-6	Closed	–	–	2475
2022 Q4	$0	Sell	6 -11	-65%	-$555	﹤0.01%	2350
2022 Q3	$1K	Sell	17 -15	-47%	-$758	﹤0.01%	1941
2022 Q2	$2K	Buy	+32	New	+$1.62K	﹤0.01%	1667

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Blue Trust Inc's JMST Position: Q1 2026 in Review

Blue Trust Inc sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 4 shares — an estimated $204 sold.

Blue Trust Inc first reported a position in JMST in Q2 2022 and held it in 5 quarters. The position peaked at $82.4K in Q4 2024. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Blue Trust Inc reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 4 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $204.
Blue Trust Inc first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and held it in 5 quarters.
Blue Trust Inc's JPMorgan Ultra-Short Municipal Income ETF position peaked at $82.4K in Q4 2024.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.