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Estate Planners Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Estate Planners Group’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
-88
Closed -$4.51K – 243
2025
Q4 		$4.51K Buy
+88
New +$4.48K ﹤0.01% 346

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

Estate Planners Group's JMST Position: Q1 2026 in Review

Estate Planners Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 88 shares — an estimated $4.51K sold.

Estate Planners Group first reported a position in JMST in Q4 2025 and held it in 1 quarter. The position peaked at $4.51K in Q4 2025. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Estate Planners Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 88 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $4.51K.
  • Estate Planners Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.51K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.