EFS
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Essex Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Essex Financial Services’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 		$4.86M Buy
95,234
+1,199
+1% +$61.2K 0.27% 81
2025
Q4 		$4.79M Buy
94,035
+2,051
+2% +$104K 0.27% 74
2025
Q3 		$4.69M Buy
91,984
+30,102
+49% +$1.53M 0.28% 78
2025
Q2 		$3.15M Buy
61,882
+31,181
+102% +$1.58M 0.21% 107
2025
Q1 		$1.56M Buy
30,701
+19,461
+173% +$989K 0.11% 167
2024
Q4 		$570K Sell
11,240
-745
-6% -$37.8K 0.04% 349
2024
Q3 		$609K Sell
11,985
-22,519
-65% -$1.14M 0.04% 339
2024
Q2 		$1.75M Buy
34,504
+14,592
+73% +$739K 0.13% 155
2024
Q1 		$1.01M Buy
19,912
+1,285
+7% +$65.2K 0.09% 207
2023
Q4 		$945K Sell
18,627
-3,946
-17% -$200K 0.1% 199
2023
Q3 		$1.14M Sell
22,573
-4,884
-18% -$247K 0.13% 160
2023
Q2 		$1.39M Buy
27,457
+136
+0.5% +$6.88K 0.16% 134
2023
Q1 		$1.39M Buy
27,321
+2,106
+8% +$107K 0.15% 147
2022
Q4 		$1.27M Sell
25,215
-37,270
-60% -$1.88M 0.14% 150
2022
Q3 		$3.14M Buy
62,485
+3,954
+7% +$200K 0.37% 66
2022
Q2 		$2.96M Sell
58,531
-7,504
-11% -$379K 0.33% 74
2022
Q1 		$3.34M Buy
66,035
+48,113
+268% +$2.44M 0.32% 77
2021
Q4 		$915K Buy
17,922
+8,403
+88% +$429K 0.09% 209
2021
Q3 		$486K Buy
9,519
+4,234
+80% +$216K 0.06% 273
2021
Q2 		$270K Hold
5,285
– – 0.04% 347
2021
Q1 		$270K Buy
+5,285
New +$270K 0.05% 282

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 $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 $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

Essex Financial Services's JMST Position: Q1 2026 in Review

Essex Financial Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.3% in Q1 2026, buying an estimated $61.2K and bringing the position to 95,234 shares worth $4.86M. The position accounts for 0.27% of the portfolio, ranked #81.

Essex Financial Services first reported a position in JMST in Q1 2021 and has held it in 21 quarters since. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Essex Financial Services held 95,234 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.86M as of Q1 2026.
  • Essex Financial Services bought 1,199 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $61.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of Essex Financial Services's portfolio in Q1 2026, its #81 holding.
  • Essex Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 21 quarters since.
  • 553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.