Clark Capital Management Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Clark Capital Management 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	–	Sell	-27,773	Closed	-$1.41M	–	533
2025 Q4	$1.41M	Buy	+27,773	New	+$1.41M	0.01%	283
2025 Q2	–	Sell	-41,912	Closed	-$2.13M	–	449
2025 Q1	$2.13M	Buy	+41,912	New	+$2.13M	0.02%	260
2024 Q4	–	Sell	-36,406	Closed	-$1.85M	–	435
2024 Q3	$1.85M	Buy	+36,406	New	+$1.85M	0.01%	266
2024 Q2	–	Sell	-19,052	Closed	-$967K	–	410
2024 Q1	$967K	Sell	19,052 -262	-1%	-$13.3K	0.01%	288
2023 Q4	$980K	Buy	+19,314	New	+$977K	0.01%	274
2023 Q3	–	Sell	-50,223	Closed	-$2.54M	–	353
2023 Q2	$2.54M	Buy	+50,223	New	+$2.54M	0.02%	200

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

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

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

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

Clark Capital Management Group's JMST Position: Q1 2026 in Review

Clark Capital Management Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 27,773 shares — an estimated $1.41M sold.

Clark Capital Management Group first reported a position in JMST in Q2 2023 and held it in 6 quarters. The position peaked at $2.54M in Q2 2023. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Clark Capital Management Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Clark Capital Management Group sold 27,773 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.41M.
Clark Capital Management Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and held it in 6 quarters.
Clark Capital Management Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.54M in Q2 2023.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.