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Brown Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Brown Financial 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 		$463K Buy
9,085
+2,943
+48% +$150K 0.18% 114
2025
Q4 		$313K Buy
6,142
+1,163
+23% +$59.2K 0.11% 139
2025
Q3 		$254K Buy
+4,979
New +$254K 0.09% 140

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

Brown Financial Advisors's JMST Position: Q1 2026 in Review

Brown Financial Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 48% in Q1 2026, buying an estimated $150K and bringing the position to 9,085 shares worth $463K. The position accounts for 0.18% of the portfolio, ranked #114.

Brown Financial Advisors first reported a position in JMST in Q3 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Brown Financial Advisors held 9,085 shares of JPMorgan Ultra-Short Municipal Income ETF worth $463K as of Q1 2026.
  • Brown Financial Advisors bought 2,943 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $150K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.18% of Brown Financial Advisors's portfolio in Q1 2026, its #114 holding.
  • Brown Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.