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EPG Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

EPG Wealth Management’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 		$85.6K Sell
1,678
-90
-5% -$4.59K 0.02% 212
2025
Q4 		$90.1K Buy
1,768
+11
+0.6% +$560 0.02% 209
2025
Q3 		$89.7K Buy
1,757
+11
+0.6% +$561 0.02% 207
2025
Q2 		$88.9K Buy
1,746
+13
+0.8% +$660 0.03% 206
2025
Q1 		$88.1K Buy
1,733
+12
+0.7% +$610 0.02% 259
2024
Q4 		$87.3K Buy
1,721
+13
+0.8% +$660 0.02% 265
2024
Q3 		$87K Buy
+1,708
New +$86.8K 0.02% 268
2024
Q2 		– Sell
-1,681
Closed -$85.2K – 283
2024
Q1 		$85.3K Buy
1,681
+4
+0.2% +$203 0.02% 286
2023
Q4 		$85K Buy
1,677
+22
+1% +$1.11K 0.02% 273
2023
Q3 		$83.5K Sell
1,655
-486
-23% -$24.6K 0.03% 270
2023
Q2 		$108K Buy
2,141
+14
+0.7% +$709 0.03% 256
2023
Q1 		$108K Buy
2,127
+122
+6% +$6.18K 0.03% 257
2022
Q4 		$101K Buy
2,005
+9
+0.5% +$454 0.04% 233
2022
Q3 		$100K Buy
+1,996
New +$101K 0.04% 227
2022
Q2 		– Sell
-4,507
Closed -$228K – 317
2022
Q1 		$228K Buy
4,507
+985
+28% +$50K 0.08% 213
2021
Q4 		$180K Sell
3,522
-498
-12% -$25.4K 0.06% 235
2021
Q3 		$205K Buy
4,020
+2
+0% +$102 0.08% 213
2021
Q2 		$205K Buy
+4,018
New +$205K 0.09% 203
2020
Q4 		– Sell
-4,006
Closed -$204K – 162
2020
Q3 		$204K Buy
+4,006
New +$204K 0.15% 122

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

EPG Wealth Management's JMST Position: Q1 2026 in Review

EPG Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.1% in Q1 2026, selling an estimated $4.59K and leaving 1,678 shares worth $85.6K. The position accounts for 0.02% of the portfolio, ranked #212.

EPG Wealth Management first reported a position in JMST in Q3 2020 and has held it in 19 quarters since. The position peaked at $228K in Q1 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • EPG Wealth Management held 1,678 shares of JPMorgan Ultra-Short Municipal Income ETF worth $85.6K as of Q1 2026.
  • EPG Wealth Management sold 90 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $4.59K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of EPG Wealth Management's portfolio in Q1 2026, its #212 holding.
  • EPG Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 19 quarters since.
  • EPG Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $228K in Q1 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.