Carson Wealth (CWM LLC)
JMST icon

Carson Wealth (CWM LLC)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Carson Wealth (CWM 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 		$39.9M Buy
781,688
+428,177
+121% +$21.9M 0.1% 184
2025
Q4 		$18M Sell
353,511
-6,576
-2% -$335K 0.05% 355
2025
Q3 		$18.4M Sell
360,087
-125,386
-26% -$6.39M 0.06% 292
2025
Q2 		$24.7M Buy
485,473
+67,330
+16% +$3.42M 0.09% 205
2025
Q1 		$21.3M Buy
418,143
+22,024
+6% +$1.12M 0.08% 215
2024
Q4 		$20.1M Buy
396,119
+6,738
+2% +$342K 0.08% 205
2024
Q3 		$19.8M Sell
389,381
-308,719
-44% -$15.7M 0.09% 208
2024
Q2 		$35.4M Sell
698,100
-28,877
-4% -$1.46M 0.17% 125
2024
Q1 		$36.9M Buy
726,977
+59,051
+9% +$3M 0.18% 114
2023
Q4 		$33.9M Buy
667,926
+287,684
+76% +$14.5M 0.18% 107
2023
Q3 		$19.2M Sell
380,242
-84,456
-18% -$4.27M 0.12% 163
2023
Q2 		$23.5M Buy
464,698
+72,057
+18% +$3.65M 0.15% 135
2023
Q1 		$19.9M Buy
392,641
+24,256
+7% +$1.23M 0.13% 148
2022
Q4 		$18.6M Buy
368,385
+189,542
+106% +$9.56M 0.14% 147
2022
Q3 		$9M Buy
178,843
+6,438
+4% +$325K 0.07% 207
2022
Q2 		$8.73M Buy
172,405
+171,762
+26,713% +$8.68M 0.07% 213
2022
Q1 		$33K Hold
643
– – ﹤0.01% 1803
2021
Q4 		$33K Buy
+643
New +$32.8K ﹤0.01% 1751

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JMST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 121% in Q1 2026, buying an estimated $21.9M and bringing the position to 781,688 shares worth $39.9M. The position accounts for 0.1% of the portfolio, ranked #184.

Carson Wealth (CWM LLC) first reported a position in JMST in Q4 2021 and has held it in 18 quarters since. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 781,688 shares of JPMorgan Ultra-Short Municipal Income ETF worth $39.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 428,177 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $21.9M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #184 holding.
  • Carson Wealth (CWM LLC) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.