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Claro Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Claro 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 		$605K Sell
11,870
-3,689
-24% -$188K 0.07% 206
2025
Q4 		$793K Sell
15,559
-292
-2% -$14.9K 0.11% 167
2025
Q3 		$809K Buy
15,851
+2,149
+16% +$110K 0.12% 156
2025
Q2 		$698K Buy
13,702
+952
+7% +$48.3K 0.12% 163
2025
Q1 		$648K Buy
+12,750
New +$648K 0.09% 213

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 $2.09B AUM 20.07% 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

Claro Advisors's JMST Position: Q1 2026 in Review

Claro Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 24% in Q1 2026, selling an estimated $188K and leaving 11,870 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #206.

Claro Advisors first reported a position in JMST in Q1 2025 and has held it in 5 quarters since. The position peaked at $809K in Q3 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Claro Advisors held 11,870 shares of JPMorgan Ultra-Short Municipal Income ETF worth $605K as of Q1 2026.
  • Claro Advisors sold 3,689 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $188K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #206 holding.
  • Claro Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Claro Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $809K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.