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CFO4Life Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CFO4Life Group’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 		$4.49M Sell
88,092
-5,384
-6% -$275K 0.68% 34
2025
Q4 		$4.76M Sell
93,476
-5,568
-6% -$284K 0.68% 34
2025
Q3 		$5.06M Sell
99,044
-2,186
-2% -$111K 0.73% 34
2025
Q2 		$5.15M Sell
101,230
-7,845
-7% -$398K 0.81% 31
2025
Q1 		$5.55M Sell
109,075
-133,126
-55% -$6.77M 0.93% 27
2024
Q4 		$12.3M Buy
242,201
+17,893
+8% +$909K 2.16% 13
2024
Q3 		$11.4M Sell
224,308
-14,166
-6% -$720K 2.02% 12
2024
Q2 		$12.1M Buy
238,474
+6,966
+3% +$353K 2.28% 12
2024
Q1 		$11.7M Buy
231,508
+46,969
+25% +$2.38M 2.13% 12
2023
Q4 		$9.36M Buy
+184,539
New +$9.33M 1.79% 14
2023
Q2 		– Sell
-6,019
Closed -$306K – 184
2023
Q1 		$306K Buy
6,019
+38
+0.6% +$1.92K 0.07% 125
2022
Q4 		$302K Sell
5,981
-2,470
-29% -$125K 0.06% 129
2022
Q3 		$425K Buy
8,451
+18
+0.2% +$910 0.11% 92
2022
Q2 		$427K Buy
8,433
+18
+0.2% +$910 0.11% 94
2022
Q1 		$426K Buy
8,415
+6
+0.1% +$305 0.09% 104
2021
Q4 		$429K Sell
8,409
-20,187
-71% -$1.03M 0.09% 103
2021
Q3 		$1.46M Buy
28,596
+15
+0.1% +$766 0.34% 41
2021
Q2 		$1.46M Buy
28,581
+13,336
+87% +$681K 0.34% 41
2021
Q1 		$778K Sell
15,245
-84,835
-85% -$4.33M 0.19% 57
2020
Q4 		$5.11M Buy
100,080
+78,372
+361% +$4M 1.46% 16
2020
Q3 		$1.11M Hold
21,708
– – 0.37% 36
2020
Q2 		$1.11M Hold
21,708
– – 0.43% 37
2020
Q1 		$1.09M Sell
21,708
-6,345
-23% -$320K 0.59% 30
2019
Q4 		$1.42M Hold
28,053
– – 0.6% 32
2019
Q3 		$1.41M Hold
28,053
– – 0.63% 31
2019
Q2 		$1.42M Sell
28,053
-11,915
-30% -$600K 0.65% 34
2019
Q1 		$2.01M Hold
39,968
– – 0.94% 25
2018
Q4 		$2.01M Buy
+39,968
New +$2M 0.88% 29

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

CFO4Life Group's JMST Position: Q1 2026 in Review

CFO4Life Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.8% in Q1 2026, selling an estimated $275K and leaving 88,092 shares worth $4.49M. The position accounts for 0.68% of the portfolio, ranked #34.

CFO4Life Group first reported a position in JMST in Q4 2018 and has held it in 28 quarters since. The position peaked at $12.3M in Q4 2024. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • CFO4Life Group held 88,092 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.49M as of Q1 2026.
  • CFO4Life Group sold 5,384 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $275K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.68% of CFO4Life Group's portfolio in Q1 2026, its #34 holding.
  • CFO4Life Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2018 and has held it in 28 quarters since.
  • CFO4Life Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $12.3M in Q4 2024.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.