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 Q3	$9.9M	Sell	194,968 -25,315	-11%	-$1.29M	0.11%	133
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return

Citizens Financial Group's JMST Position: Q3 2026 in Review

Citizens Financial Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 11% in Q3 2026, selling an estimated $1.29M and leaving 194,968 shares worth $9.9M. The position accounts for 0.11% of the portfolio, ranked #133.

Citizens Financial Group first reported a position in JMST in Q3 2022 and has held it in 10 quarters since. The position peaked at $11.2M in Q2 2026. 259 funds tracked by Wall St. Rank hold JMST as of Q3 2026.

Citizens Financial Group held 194,968 shares of JPMorgan Ultra-Short Municipal Income ETF worth $9.9M as of Q3 2026.
Citizens Financial Group sold 25,315 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2026, an estimated $1.29M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Citizens Financial Group's portfolio in Q3 2026, its #133 holding.
Citizens Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 10 quarters since.
Citizens Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $11.2M in Q2 2026.
259 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2026.

Based on Citizens Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.