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

Ergawealth 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
-4,559
Closed -$232K – 56
2025
Q4 		$232K Hold
4,559
– – 0.11% 49
2025
Q3 		$233K Buy
4,559
+31
+0.7% +$1.58K 0.11% 53
2025
Q2 		$231K Sell
4,528
-1,079
-19% -$54.8K 0.1% 61
2025
Q1 		$285K Buy
5,607
+79
+1% +$4.01K 0.14% 52
2024
Q4 		$280K Sell
5,528
-827
-13% -$42K 0.14% 53
2024
Q3 		$324K Buy
6,355
+91
+1% +$4.63K 0.16% 47
2024
Q2 		$318K Buy
6,264
+170
+3% +$8.61K 0.17% 49
2024
Q1 		$309K Buy
6,094
+66
+1% +$3.35K 0.17% 49
2023
Q4 		$306K Sell
6,028
-950
-14% -$48K 0.19% 41
2023
Q3 		$352K Sell
6,978
-6,704
-49% -$339K 0.24% 33
2023
Q2 		$693K Sell
13,682
-3,589
-21% -$182K 0.48% 18
2023
Q1 		$877K Buy
17,271
+2,357
+16% +$119K 0.71% 19
2022
Q4 		$754K Buy
+14,914
New +$752K 0.68% 21

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Ergawealth Advisors's JMST Position: Q1 2026 in Review

Ergawealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 4,559 shares — an estimated $232K sold.

Ergawealth Advisors first reported a position in JMST in Q4 2022 and held it in 13 quarters. The position peaked at $877K in Q1 2023. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Ergawealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Ergawealth Advisors sold 4,559 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $232K.
  • Ergawealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 13 quarters.
  • Ergawealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $877K in Q1 2023.
  • 556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.