Diversified Portfolios Inc’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Diversified Portfolios Inc’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	$12.4M	Sell	242,886 -54,243	-18%	-$2.77M	1.02%	25
2025 Q4	$15.1M	Buy	297,129 +43,792	+17%	+$2.23M	1.26%	18
2025 Q3	$12.9M	Buy	253,337 +24,542	+11%	+$1.25M	1.14%	23
2025 Q2	$11.7M	Buy	228,795 +34,777	+18%	+$1.77M	1.11%	25
2025 Q1	$9.87M	Buy	194,018 +57,670	+42%	+$2.93M	1.04%	25
2024 Q4	$6.91M	Buy	136,348 +70,142	+106%	+$3.56M	0.75%	34
2024 Q3	$3.37M	Buy	66,206 +35,019	+112%	+$1.78M	0.38%	50
2024 Q2	$1.58M	Buy	+31,187	New	+$1.58M	0.21%	61

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 $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 $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

Diversified Portfolios Inc's JMST Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 18% in Q1 2026, selling an estimated $2.77M and leaving 242,886 shares worth $12.4M. The position accounts for 1.02% of the portfolio, ranked #25.

Diversified Portfolios Inc first reported a position in JMST in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.1M in Q4 2025. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Diversified Portfolios Inc held 242,886 shares of JPMorgan Ultra-Short Municipal Income ETF worth $12.4M as of Q1 2026.
Diversified Portfolios Inc sold 54,243 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $2.77M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.02% of Diversified Portfolios Inc's portfolio in Q1 2026, its #25 holding.
Diversified Portfolios Inc first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
Diversified Portfolios Inc's JPMorgan Ultra-Short Municipal Income ETF position peaked at $15.1M in Q4 2025.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.