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

Citizens Financial 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 Q2	$11.2M	Buy	220,283 +44,624	+25%	+$2.27M	0.14%	120
2026 Q1	$8.96M	Buy	175,659 +2,180	+1%	+$111K	0.12%	127
2025 Q4	$8.86M	Buy	173,479 +37,323	+27%	+$1.9M	0.12%	136
2025 Q3	$6.95M	Buy	136,156 +131,254	+2,678%	+$6.69M	0.1%	162
2025 Q2	$250K	Sell	4,902 -33	-0.7%	-$1.68K	﹤0.01%	623
2025 Q1	$251K	Buy	4,935 +840	+21%	+$42.7K	0.01%	540
2024 Q4	$208K	Sell	4,095 -602	-13%	-$30.6K	﹤0.01%	550
2024 Q3	$239K	Buy	+4,697	New	+$239K	﹤0.01%	501
2022 Q4	–	Sell	-11,750	Closed	-$591K	–	430
2022 Q3	$591K	Buy	+11,750	New	+$594K	0.03%	241

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citizens Financial Group's JMST Position: Q2 2026 in Review

Citizens Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 25% in Q2 2026, buying an estimated $2.27M and bringing the position to 220,283 shares worth $11.2M. The position accounts for 0.14% of the portfolio, ranked #120.

Citizens Financial Group first reported a position in JMST in Q3 2022 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Citizens Financial Group held 220,283 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.2M as of Q2 2026.
Citizens Financial Group bought 44,624 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.27M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Citizens Financial Group's portfolio in Q2 2026, its #120 holding.
Citizens Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 9 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.