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BSW Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

BSW Wealth Partners’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
2025
Q4 		– Sell
-13,944
Closed -$712K – 337
2025
Q3 		$712K Buy
13,944
+98
+0.7% +$5K 0.09% 129
2025
Q2 		$705K Sell
13,846
-4,521
-25% -$229K 0.1% 117
2025
Q1 		$934K Sell
18,367
-4,360
-19% -$222K 0.14% 85
2024
Q4 		$1.15M Buy
+22,727
New +$1.15M 0.17% 76

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

BSW Wealth Partners's JMST Position: Q4 2025 in Review

BSW Wealth Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 13,944 shares — an estimated $712K sold.

BSW Wealth Partners first reported a position in JMST in Q4 2024 and held it in 4 quarters. The position peaked at $1.15M in Q4 2024. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • BSW Wealth Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 13,944 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $712K.
  • BSW Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and held it in 4 quarters.
  • BSW Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.15M in Q4 2024.
  • 547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.