CWM
JMST icon

Collaborative Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Collaborative Wealth Management’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 		$941K Sell
18,451
-205
-1% -$10.5K 0.43% 41
2025
Q4 		$950K Buy
18,656
+186
+1% +$9.47K 0.33% 68
2025
Q3 		$943K Buy
18,470
+2,369
+15% +$121K 0.38% 59
2025
Q2 		$820K Buy
16,101
+1,259
+8% +$63.9K 0.36% 60
2025
Q1 		$755K Buy
14,842
+408
+3% +$20.7K 0.35% 58
2024
Q4 		$732K Buy
14,434
+1,533
+12% +$77.9K 0.33% 64
2024
Q3 		$657K Buy
12,901
+907
+8% +$46.1K 0.3% 75
2024
Q2 		$609K Buy
11,994
+982
+9% +$49.7K 0.3% 73
2024
Q1 		$559K Buy
11,012
+4,585
+71% +$233K 0.28% 79
2023
Q4 		$326K Buy
6,427
+1,581
+33% +$79.9K 0.18% 112
2023
Q3 		$244K Buy
+4,846
New +$245K 0.15% 137

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 $1.9B AUM 14.38% 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

Collaborative Wealth Management's JMST Position: Q1 2026 in Review

Collaborative Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.1% in Q1 2026, selling an estimated $10.5K and leaving 18,451 shares worth $941K. The position accounts for 0.43% of the portfolio, ranked #41.

Collaborative Wealth Management first reported a position in JMST in Q3 2023 and has held it in 11 quarters since. The position peaked at $950K in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Collaborative Wealth Management held 18,451 shares of JPMorgan Ultra-Short Municipal Income ETF worth $941K as of Q1 2026.
  • Collaborative Wealth Management sold 205 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $10.5K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.43% of Collaborative Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Collaborative Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Collaborative Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $950K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.