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

EP 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 		$6.67M Hold
130,874
– – 0.03% 262
2025
Q4 		$6.67M Buy
+130,874
New +$6.67M 0.03% 242
2025
Q2 		$6.28M Buy
123,311
+15,573
+14% +$790K 0.04% 234
2025
Q1 		$5.48M Buy
107,738
+19,685
+22% +$1M 0.04% 213
2024
Q4 		$4.47M Sell
88,053
-11,047
-11% -$561K 0.04% 233
2024
Q3 		$5.05M Buy
99,100
+14,000
+16% +$712K 0.04% 222
2024
Q2 		$4.32M Buy
85,100
+2,775
+3% +$141K 0.05% 195
2024
Q1 		$4.18M Sell
82,325
-19,060
-19% -$967K 0.05% 190
2023
Q4 		$5.14M Buy
101,385
+7,265
+8% +$367K 0.07% 157
2023
Q3 		$4.75M Buy
94,120
+33,712
+56% +$1.7M 0.07% 151
2023
Q2 		$536K Buy
60,408
+41,738
+224% +$2.11M 0.01% 453
2023
Q1 		$1.12M Sell
18,670
-43,760
-70% -$2.22M 0.02% 291
2022
Q4 		$3.15M Sell
62,430
-24,670
-28% -$1.24M 0.06% 173
2022
Q3 		$4.38M Sell
87,100
-132,953
-60% -$6.72M 0.1% 123
2022
Q2 		$11.1M Sell
220,053
-169,869
-44% -$8.59M 0.25% 69
2022
Q1 		$19.7M Buy
389,922
+26,180
+7% +$1.33M 0.43% 57
2021
Q4 		$18.6M Sell
363,742
-2,087
-0.6% -$107K 0.44% 54
2021
Q3 		$18.7M Buy
365,829
+301,840
+472% +$15.4M 0.51% 48
2021
Q2 		$3.27M Sell
63,989
-39,473
-38% -$2.02M 0.09% 135
2021
Q1 		$5.28M Buy
103,462
+85,312
+470% +$4.35M 0.17% 93
2020
Q4 		$926K Buy
18,150
+3,454
+24% +$176K 0.03% 199
2020
Q3 		$749K Buy
+14,696
New +$750K 0.03% 186

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

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

EP Wealth Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 130,874 shares worth $6.67M. The position accounts for 0.03% of the portfolio, ranked #262.

EP Wealth Advisors first reported a position in JMST in Q3 2020 and has held it in 22 quarters since. The position peaked at $19.7M in Q1 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • EP Wealth Advisors held 130,874 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.67M as of Q1 2026.
  • EP Wealth Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of EP Wealth Advisors's portfolio in Q1 2026, its #262 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 22 quarters since.
  • EP Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $19.7M in Q1 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.