D.L. Carlson Investment Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

D.L. Carlson Investment Group’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	-3,995	Closed	-$204K	–	143
2025 Q4	$204K	Sell	3,995 -11,507	-74%	-$586K	0.03%	135
2025 Q3	$791K	Buy	+15,502	New	+$790K	0.13%	95
2025 Q2	–	Sell	-131,551	Closed	-$6.69M	–	135
2025 Q1	$6.69M	Sell	131,551 -13,609	-9%	-$692K	1.29%	17
2024 Q4	$7.36M	Buy	145,160 +14,248	+11%	+$724K	1.31%	16
2024 Q3	$6.67M	Buy	130,912 +18,578	+17%	+$944K	1.21%	16
2024 Q2	$5.7M	Sell	112,334 -390	-0.3%	-$19.8K	1.1%	19
2024 Q1	$5.72M	Sell	112,724 -2,006	-2%	-$102K	1.12%	24
2023 Q4	$5.82M	Buy	114,730 +20,421	+22%	+$1.03M	1.18%	21
2023 Q3	$4.76M	Sell	94,309 -5,548	-6%	-$280K	0.96%	34
2023 Q2	$5.06M	Buy	+99,857	New	+$5.05M	0.97%	33

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

D.L. Carlson Investment Group's JMST Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 3,995 shares — an estimated $204K sold.

D.L. Carlson Investment Group first reported a position in JMST in Q2 2023 and held it in 10 quarters. The position peaked at $7.36M in Q4 2024. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

D.L. Carlson Investment Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
D.L. Carlson Investment Group sold 3,995 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $204K.
D.L. Carlson Investment Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and held it in 10 quarters.
D.L. Carlson Investment Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.36M in Q4 2024.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.