CAP Partners LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CAP Partners LLC’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	$349K	Buy	6,840 +677	+11%	+$34.6K	0.2%	112
2025 Q4	$314K	Sell	6,163 -65	-1%	-$3.31K	0.18%	111
2025 Q3	$318K	Buy	6,228 +99	+2%	+$5.05K	0.18%	105
2025 Q2	$312K	Buy	6,129 +82	+1%	+$4.16K	0.2%	103
2025 Q1	$307K	Sell	6,047 -402	-6%	-$20.4K	0.22%	97
2024 Q4	$327K	Sell	6,449 -194	-3%	-$9.85K	0.23%	94
2024 Q3	$338K	Buy	6,643 +784	+13%	+$39.9K	0.25%	92
2024 Q2	$297K	Buy	5,859 +1,030	+21%	+$52.2K	0.24%	97
2024 Q1	$245K	Buy	+4,829	New	+$245K	0.22%	99

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

CAP Partners LLC's JMST Position: Q1 2026 in Review

CAP Partners LLC increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 11% in Q1 2026, buying an estimated $34.6K and bringing the position to 6,840 shares worth $349K. The position accounts for 0.2% of the portfolio, ranked #112.

CAP Partners LLC first reported a position in JMST in Q1 2024 and has held it in 9 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

CAP Partners LLC held 6,840 shares of JPMorgan Ultra-Short Municipal Income ETF worth $349K as of Q1 2026.
CAP Partners LLC bought 677 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $34.6K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.2% of CAP Partners LLC's portfolio in Q1 2026, its #112 holding.
CAP Partners LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.