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

Capstone 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 		$546K Buy
10,709
+3,078
+40% +$157K 0.03% 97
2025
Q4 		$389K Sell
7,631
-3,972
-34% -$202K 0.02% 115
2025
Q3 		$592K Sell
11,603
-1,416
-11% -$72.2K 0.03% 90
2025
Q2 		$663K Buy
13,019
+7,446
+134% +$378K 0.04% 82
2025
Q1 		$283K Sell
5,573
-1,077
-16% -$54.7K 0.02% 117
2024
Q4 		$337K Sell
6,650
-4,922
-43% -$250K 0.02% 113
2024
Q3 		$589K Sell
11,572
-440
-4% -$22.4K 0.04% 83
2024
Q2 		$610K Buy
12,012
+585
+5% +$29.6K 0.04% 76
2024
Q1 		$580K Sell
11,427
-1,573
-12% -$79.8K 0.04% 76
2023
Q4 		$660K Sell
13,000
-23,850
-65% -$1.21M 0.05% 70
2023
Q3 		$1.86M Sell
36,850
-147
-0.4% -$7.43K 0.15% 38
2023
Q2 		$1.87M Sell
36,997
-2,429
-6% -$123K 0.14% 37
2023
Q1 		$2M Buy
39,426
+4,554
+13% +$231K 0.16% 36
2022
Q4 		$1.76M Sell
34,872
-2,029
-5% -$102K 0.15% 38
2022
Q3 		$1.86M Sell
36,901
-22,141
-38% -$1.12M 0.17% 35
2022
Q2 		$2.99M Sell
59,042
-60,164
-50% -$3.04M 0.25% 32
2022
Q1 		$6.04M Sell
119,206
-29,891
-20% -$1.52M 0.44% 26
2021
Q4 		$7.61M Sell
149,097
-41,083
-22% -$2.1M 0.55% 22
2021
Q3 		$9.71M Sell
190,180
-34,808
-15% -$1.78M 0.76% 19
2021
Q2 		$11.5M Sell
224,988
-42,438
-16% -$2.17M 0.91% 18
2021
Q1 		$13.6M Buy
267,426
+34,114
+15% +$1.74M 1.21% 16
2020
Q4 		$11.9M Buy
233,312
+29,738
+15% +$1.52M 1.13% 17
2020
Q3 		$10.4M Buy
203,574
+109,711
+117% +$5.6M 1.1% 17
2020
Q2 		$4.79M Buy
+93,863
New +$4.77M 0.55% 19

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

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

Capstone Financial Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 40% in Q1 2026, buying an estimated $157K and bringing the position to 10,709 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #97.

Capstone Financial Advisors first reported a position in JMST in Q2 2020 and has held it in 24 quarters since. The position peaked at $13.6M in Q1 2021. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Capstone Financial Advisors held 10,709 shares of JPMorgan Ultra-Short Municipal Income ETF worth $546K as of Q1 2026.
  • Capstone Financial Advisors bought 3,078 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $157K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Capstone Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • Capstone Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 24 quarters since.
  • Capstone Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.6M in Q1 2021.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

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