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

Clear Point 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	–	Sell	-21,562	Closed	-$1.1M	–	107
2025 Q4	$1.1M	Sell	21,562 -4,121	-16%	-$210K	0.85%	29
2025 Q3	$1.31M	Sell	25,683 -1,875	-7%	-$95.6K	1.02%	24
2025 Q2	$1.4M	Buy	27,558 +89	+0.3%	+$4.52K	1.18%	19
2025 Q1	$1.4M	Sell	27,469 -3,827	-12%	-$194K	1.26%	19
2024 Q4	$1.59M	Sell	31,296 -404	-1%	-$20.5K	1.36%	17
2024 Q3	$1.61M	Sell	31,700 -2,755	-8%	-$140K	1.25%	17
2024 Q2	$1.75M	Sell	34,455 -3,212	-9%	-$163K	1.44%	15
2024 Q1	$1.91M	Sell	37,667 -924	-2%	-$46.9K	1.57%	11
2023 Q4	$1.96M	Buy	+38,591	New	+$1.95M	1.73%	11

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Clear Point Advisors's JMST Position: Q1 2026 in Review

Clear Point Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 21,562 shares — an estimated $1.1M sold.

Clear Point Advisors first reported a position in JMST in Q4 2023 and held it in 9 quarters. The position peaked at $1.96M in Q4 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Clear Point Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 21,562 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.1M.
Clear Point Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.96M in Q4 2023.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.