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Fiduciary Trust’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Fiduciary Trust’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 		$16.1M Sell
316,114
-13,183
-4% -$673K 0.19% 81
2025
Q4 		$16.8M Sell
329,297
-70,551
-18% -$3.59M 0.19% 79
2025
Q3 		$20.4M Sell
399,848
-37,780
-9% -$1.93M 0.23% 66
2025
Q2 		$22.3M Sell
437,628
-43,541
-9% -$2.21M 0.27% 56
2025
Q1 		$24.5M Sell
481,169
-201,767
-30% -$10.3M 0.32% 51
2024
Q4 		$34.6M Sell
682,936
-294,413
-30% -$15M 0.46% 41
2024
Q3 		$49.8M Sell
977,349
-254,197
-21% -$12.9M 0.7% 28
2024
Q2 		$62.5M Sell
1,231,546
-104,392
-8% -$5.29M 0.94% 19
2024
Q1 		$67.8M Sell
1,335,938
-120,345
-8% -$6.1M 1.04% 16
2023
Q4 		$73.9M Buy
1,456,283
+231,636
+19% +$11.7M 1.23% 15
2023
Q3 		$61.8M Buy
1,224,647
+7,994
+0.7% +$404K 1.13% 17
2023
Q2 		$61.6M Sell
1,216,653
-44,762
-4% -$2.27M 1.09% 17
2023
Q1 		$64.1M Sell
1,261,415
-165,011
-12% -$8.35M 1.19% 16
2022
Q4 		$72.1M Buy
1,426,426
+332,137
+30% +$16.8M 1.4% 11
2022
Q3 		$55M Buy
1,094,289
+295,979
+37% +$15M 1.19% 14
2022
Q2 		$40.4M Buy
798,310
+792,435
+13,488% +$40M 0.85% 19
2022
Q1 		$298K Hold
5,875
– – 0.01% 568
2021
Q4 		$300K Hold
5,875
– – ﹤0.01% 565
2021
Q3 		$300K Hold
5,875
– – 0.01% 563
2021
Q2 		$300K Hold
5,875
– – 0.01% 557
2021
Q1 		$300K Buy
+5,875
New +$300K 0.01% 531

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

Fiduciary Trust's JMST Position: Q1 2026 in Review

Fiduciary Trust reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4% in Q1 2026, selling an estimated $673K and leaving 316,114 shares worth $16.1M. The position accounts for 0.19% of the portfolio, ranked #81.

Fiduciary Trust first reported a position in JMST in Q1 2021 and has held it in 21 quarters since. The position peaked at $73.9M in Q4 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Fiduciary Trust held 316,114 shares of JPMorgan Ultra-Short Municipal Income ETF worth $16.1M as of Q1 2026.
  • Fiduciary Trust sold 13,183 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $673K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Fiduciary Trust's portfolio in Q1 2026, its #81 holding.
  • Fiduciary Trust first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 21 quarters since.
  • Fiduciary Trust's JPMorgan Ultra-Short Municipal Income ETF position peaked at $73.9M in Q4 2023.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.