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

Encompass Wealth 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 		$2.24M Buy
43,908
+9
+0% +$459 0.78% 27
2025
Q4 		$2.24M Sell
43,899
-3,060
-7% -$156K 0.76% 26
2025
Q3 		$2.4M Buy
46,959
+1,080
+2% +$55K 0.82% 26
2025
Q2 		$2.34M Sell
45,879
-7,940
-15% -$403K 0.86% 25
2025
Q1 		$2.74M Sell
53,819
-840
-2% -$42.7K 1.11% 20
2024
Q4 		$2.77M Buy
54,659
+482
+0.9% +$24.5K 1.12% 19
2024
Q3 		$2.76M Sell
54,177
-3,032
-5% -$154K 0.69% 27
2024
Q2 		$2.9M Buy
57,209
+18
+0% +$912 0.77% 24
2024
Q1 		$2.9M Sell
57,191
-9,422
-14% -$478K 0.77% 24
2023
Q4 		$3.38M Buy
66,613
+888
+1% +$44.9K 1.01% 21
2023
Q3 		$3.32M Sell
65,725
-578
-0.9% -$29.2K 1.1% 19
2023
Q2 		$3.36M Buy
66,303
+655
+1% +$33.2K 1.09% 20
2023
Q1 		$3.33M Buy
65,648
+13
+0% +$658 1.13% 20
2022
Q4 		$3.32M Buy
65,635
+5
+0% +$252 1.21% 19
2022
Q3 		$3.3M Sell
65,630
-995
-1% -$50.3K 1.26% 19
2022
Q2 		$3.38M Sell
66,625
-3,093
-4% -$156K 1.19% 20
2022
Q1 		$3.53M Sell
69,718
-1,523
-2% -$77.4K 0.89% 26
2021
Q4 		$3.64M Buy
71,241
+6,526
+10% +$333K 0.89% 26
2021
Q3 		$3.31M Buy
64,715
+3,741
+6% +$191K 0.86% 26
2021
Q2 		$3.11M Buy
60,974
+9,591
+19% +$490K 0.77% 33
2021
Q1 		$2.62M Buy
51,383
+6,267
+14% +$320K 0.67% 33
2020
Q4 		$2.3M Buy
+45,116
New +$2.3M 1.33% 17

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Encompass Wealth Advisors's JMST Position: Q1 2026 in Review

Encompass Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.02% in Q1 2026, buying an estimated $459 and bringing the position to 43,908 shares worth $2.24M. The position accounts for 0.78% of the portfolio, ranked #27.

Encompass Wealth Advisors first reported a position in JMST in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.64M in Q4 2021. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Encompass Wealth Advisors held 43,908 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.24M as of Q1 2026.
  • Encompass Wealth Advisors bought 9 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $459.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.78% of Encompass Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Encompass Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.64M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.