Comprehensive Financial Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Comprehensive Financial Planning’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	-156	Closed	-$7.96K	–	422
2025 Q3	$7.96K	Buy	156 +1	+0.6%	+$51	0.01%	256
2025 Q2	$7.89K	Buy	155 +2	+1%	+$102	0.01%	245
2025 Q1	$7.82K	Hold	153	–	–	0.01%	231
2024 Q4	$7.74K	Buy	+153	New	+$7.77K	0.01%	257

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Comprehensive Financial Planning's JMST Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 156 shares — an estimated $7.96K sold.

Comprehensive Financial Planning first reported a position in JMST in Q4 2024 and held it in 4 quarters. The position peaked at $7.96K in Q3 2025. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Comprehensive Financial Planning reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 156 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $7.96K.
Comprehensive Financial Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and held it in 4 quarters.
Comprehensive Financial Planning's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.96K in Q3 2025.
547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.