Enclave Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Enclave Advisors’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	-6,752	Closed	-$344K	–	135
2025 Q4	$344K	Sell	6,752 -5,594	-45%	-$285K	0.05%	104
2025 Q3	$630K	Buy	12,346 +1,088	+10%	+$55.5K	0.1%	70
2025 Q2	$573K	Buy	11,258 +615	+6%	+$31.2K	0.09%	70
2025 Q1	$541K	Buy	10,643 +231	+2%	+$11.7K	0.09%	72
2024 Q4	$528K	Buy	10,412 +5,477	+111%	+$278K	0.09%	75
2024 Q3	$251K	Buy	+4,935	New	+$251K	0.04%	106

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

Enclave Advisors's JMST Position: Q1 2026 in Review

Enclave Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 6,752 shares — an estimated $344K sold.

Enclave Advisors first reported a position in JMST in Q3 2024 and held it in 6 quarters. The position peaked at $630K in Q3 2025. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Enclave Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Enclave Advisors sold 6,752 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $344K.
Enclave Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and held it in 6 quarters.
Enclave Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $630K in Q3 2025.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Enclave Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.