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Collective Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Collective Family Office’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
2025
Q4 		– Sell
-18,770
Closed -$958K – 159
2025
Q3 		$958K Buy
18,770
+7,970
+74% +$406K 0.23% 78
2025
Q2 		$550K Buy
+10,800
New +$548K 0.14% 104
2025
Q1 		– Sell
-8,550
Closed -$434K – 160
2024
Q4 		$434K Sell
8,550
-17,079
-67% -$868K 0.12% 115
2024
Q3 		$1.31M Sell
25,629
-13,031
-34% -$662K 0.35% 60
2024
Q2 		$1.96M Sell
38,660
-33,464
-46% -$1.7M 0.58% 44
2024
Q1 		$3.66M Sell
72,124
-55,833
-44% -$2.83M 1.19% 25
2023
Q4 		$6.49M Sell
127,957
-8,388
-6% -$424K 2.28% 14
2023
Q3 		$6.88M Buy
136,345
+21,392
+19% +$1.08M 2.68% 7
2023
Q2 		$5.82M Buy
114,953
+7,900
+7% +$400K 2.28% 13
2023
Q1 		$5.44M Buy
107,053
+46,014
+75% +$2.33M 2.24% 10
2022
Q4 		$3.08M Sell
61,039
-40,132
-40% -$2.02M 1.39% 22
2022
Q3 		$5.09M Sell
101,171
-21,743
-18% -$1.1M 2.53% 5
2022
Q2 		$6.23M Sell
122,914
-24,148
-16% -$1.22M 2.7% 4
2022
Q1 		$7.45M Buy
147,062
+63,180
+75% +$3.21M 2.84% 5
2021
Q4 		$4.28M Buy
83,882
+51,301
+157% +$2.62M 1.69% 11
2021
Q3 		$1.66M Buy
32,581
+4,768
+17% +$244K 0.72% 38
2021
Q2 		$1.42M Sell
27,813
-12,942
-32% -$661K 0.61% 41
2021
Q1 		$2.08M Sell
40,755
-2,709
-6% -$138K 1.02% 30
2020
Q4 		$2.22M Buy
+43,464
New +$2.22M 1.23% 22

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Collective Family Office's JMST Position: Q4 2025 in Review

Collective Family Office sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 18,770 shares — an estimated $958K sold.

Collective Family Office first reported a position in JMST in Q4 2020 and held it in 19 quarters. The position peaked at $7.45M in Q1 2022. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Collective Family Office reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Collective Family Office sold 18,770 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $958K.
  • Collective Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and held it in 19 quarters.
  • Collective Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.45M in Q1 2022.
  • 547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Collective Family Office's 13F filing for Q4 2025, filed 6 Jan 2026.