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Fairview Capital Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Fairview Capital Investment 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 		$4.14M Sell
81,200
-2,400
-3% -$122K 0.22% 68
2025
Q4 		$4.26M Buy
83,600
+1,600
+2% +$81.5K 0.22% 62
2025
Q3 		$4.19M Sell
82,000
-175
-0.2% -$8.92K 0.21% 63
2025
Q2 		$4.18M Buy
82,175
+10,200
+14% +$518K 0.22% 63
2025
Q1 		$3.66M Sell
71,975
-650
-0.9% -$33K 0.19% 66
2024
Q4 		$3.68M Buy
72,625
+2,200
+3% +$112K 0.19% 66
2024
Q3 		$3.59M Buy
70,425
+14,000
+25% +$712K 0.19% 65
2024
Q2 		$2.86M Buy
56,425
+700
+1% +$35.5K 0.16% 70
2024
Q1 		$2.83M Sell
55,725
-6,950
-11% -$353K 0.16% 71
2023
Q4 		$3.18M Buy
62,675
+23,375
+59% +$1.18M 0.19% 65
2023
Q3 		$1.98M Sell
39,300
-8,000
-17% -$404K 0.13% 70
2023
Q2 		$2.4M Sell
47,300
-1,717
-4% -$86.9K 0.15% 66
2023
Q1 		$2.49M Sell
49,017
-6,400
-12% -$324K 0.16% 62
2022
Q4 		$2.8M Sell
55,417
-143,575
-72% -$7.24M 0.19% 62
2022
Q3 		$10M Sell
198,992
-52,375
-21% -$2.65M 0.71% 35
2022
Q2 		$12.7M Buy
251,367
+35,505
+16% +$1.79M 0.88% 32
2022
Q1 		$10.9M Buy
215,862
+109,862
+104% +$5.58M 0.68% 33
2021
Q4 		$5.41M Buy
106,000
+38,000
+56% +$1.94M 0.35% 47
2021
Q3 		$3.47M Buy
68,000
+64,000
+1,600% +$3.27M 0.24% 56
2021
Q2 		$204K Buy
+4,000
New +$204K 0.01% 124

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 $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

Fairview Capital Investment Management's JMST Position: Q1 2026 in Review

Fairview Capital Investment Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.9% in Q1 2026, selling an estimated $122K and leaving 81,200 shares worth $4.14M. The position accounts for 0.22% of the portfolio, ranked #68.

Fairview Capital Investment Management first reported a position in JMST in Q2 2021 and has held it in 20 quarters since. The position peaked at $12.7M in Q2 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Fairview Capital Investment Management held 81,200 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.14M as of Q1 2026.
  • Fairview Capital Investment Management sold 2,400 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $122K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.22% of Fairview Capital Investment Management's portfolio in Q1 2026, its #68 holding.
  • Fairview Capital Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 20 quarters since.
  • Fairview Capital Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $12.7M in Q2 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.