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Boston Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Boston Family Office’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 		$824K Hold
16,165
– – 0.05% 182
2025
Q4 		$823K Sell
16,165
-344
-2% -$17.5K 0.05% 172
2025
Q3 		$843K Hold
16,509
– – 0.05% 172
2025
Q2 		$841K Buy
16,509
+8,387
+103% +$426K 0.06% 169
2025
Q1 		$413K Sell
8,122
-867
-10% -$44.1K 0.03% 211
2024
Q4 		$456K Hold
8,989
– – 0.03% 206
2024
Q3 		$458K Sell
8,989
-700
-7% -$35.6K 0.03% 209
2024
Q2 		$492K Hold
9,689
– – 0.04% 195
2024
Q1 		$492K Sell
9,689
-788
-8% -$40K 0.04% 193
2023
Q4 		$532K Sell
10,477
-9,980
-49% -$505K 0.04% 187
2023
Q3 		$1.03M Sell
20,457
-6,990
-25% -$353K 0.08% 146
2023
Q2 		$1.39M Sell
27,447
-106,096
-79% -$5.37M 0.11% 128
2023
Q1 		$6.78M Sell
133,543
-6,749
-5% -$342K 0.54% 57
2022
Q4 		$7.09M Sell
140,292
-6,877
-5% -$347K 0.59% 54
2022
Q3 		$7.4M Sell
147,169
-11,478
-7% -$580K 0.66% 46
2022
Q2 		$8.04M Sell
158,647
-11,555
-7% -$584K 0.67% 46
2022
Q1 		$8.62M Sell
170,202
-15,987
-9% -$812K 0.61% 49
2021
Q4 		$9.51M Buy
186,189
+110,210
+145% +$5.63M 0.62% 50
2021
Q3 		$3.88M Buy
75,979
+2,920
+4% +$149K 0.28% 77
2021
Q2 		$3.73M Buy
73,059
+48,266
+195% +$2.46M 0.27% 83
2021
Q1 		$1.11M Buy
+24,793
New +$1.27M 0.08% 153

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

Boston Family Office's JMST Position: Q1 2026 in Review

Boston Family Office held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 16,165 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #182.

Boston Family Office first reported a position in JMST in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.51M in Q4 2021. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Boston Family Office held 16,165 shares of JPMorgan Ultra-Short Municipal Income ETF worth $824K as of Q1 2026.
  • Boston Family Office left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Boston Family Office's portfolio in Q1 2026, its #182 holding.
  • Boston Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 21 quarters since.
  • Boston Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.51M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.