CQWA
JMST icon

Chokshi & Queen Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Chokshi & Queen Wealth 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 		$344K Buy
+6,751
New +$345K 0.18% 44
2025
Q4 		– Sell
-6,604
Closed -$337K – 52
2025
Q3 		$337K Buy
6,604
+527
+9% +$26.9K 0.18% 44
2025
Q2 		$309K Sell
6,077
-168
-3% -$8.53K 0.18% 41
2025
Q1 		$318K Hold
6,245
– – 0.19% 41
2024
Q4 		$317K Buy
+6,245
New +$317K 0.2% 37

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

Chokshi & Queen Wealth Advisors's JMST Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026: 6,751 shares worth $344K. The stake represents 0.18% of the portfolio and ranks #44 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in JMST as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in JMST in Q4 2024 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 6,751 shares of JPMorgan Ultra-Short Municipal Income ETF worth $344K as of Q1 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.18% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.