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Boulder Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Boulder Wealth 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 		$9.82M Buy
192,536
+110,337
+134% +$5.63M 3.91% 9
2025
Q4 		$4.19M Sell
82,199
-77,143
-48% -$3.93M 1.77% 12
2025
Q3 		$8.13M Buy
+159,342
New +$8.12M 3.78% 8
2025
Q1 		$8.3M Buy
163,246
+52,349
+47% +$2.66M 4.83% 8
2024
Q4 		$5.62M Sell
110,897
-16,775
-13% -$852K 2.9% 10
2024
Q3 		$6.5M Buy
127,672
+86,418
+209% +$4.39M 3.53% 10
2024
Q2 		$2.09M Buy
41,254
+14,098
+52% +$714K 1.22% 10
2024
Q1 		$1.38M Buy
+27,156
New +$1.38M 0.85% 11
2022
Q4 		$1.02M Buy
+20,119
New +$1.01M 0.91% 14

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 $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
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

Boulder Wealth Advisors's JMST Position: Q1 2026 in Review

Boulder Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 134% in Q1 2026, buying an estimated $5.63M and bringing the position to 192,536 shares worth $9.82M. The position accounts for 3.91% of the portfolio, ranked #9.

Boulder Wealth Advisors first reported a position in JMST in Q4 2022 and has held it in 9 quarters since. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Boulder Wealth Advisors held 192,536 shares of JPMorgan Ultra-Short Municipal Income ETF worth $9.82M as of Q1 2026.
  • Boulder Wealth Advisors bought 110,337 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $5.63M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 3.91% of Boulder Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Boulder Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 9 quarters since.
  • 553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.