First Citizens Financial Corp’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

First Citizens Financial Corp’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 Q2	–	Sell	-4,273	Closed	-$218K	–	141
2026 Q1	$218K	Buy	4,273 +281	+7%	+$14.3K	0.1%	130
2025 Q4	$203K	Sell	3,992 -590	-13%	-$30.1K	0.1%	124
2025 Q3	$234K	Sell	4,582 -589	-11%	-$30K	0.12%	122
2025 Q2	$263K	Sell	5,171 -4,995	-49%	-$254K	0.14%	109
2025 Q1	$517K	Sell	10,166 -2,960	-23%	-$150K	0.29%	73
2024 Q4	$666K	Sell	13,126 -3,461	-21%	-$176K	0.36%	61
2024 Q3	$845K	Sell	16,587 -1,968	-11%	-$100K	0.45%	52
2024 Q2	$942K	Hold	18,555	–	–	0.56%	46
2024 Q1	$941K	Sell	18,555 -2,599	-12%	-$132K	0.56%	46
2023 Q4	$1.07M	Buy	21,154 +3,186	+18%	+$161K	0.69%	41
2023 Q3	$906K	Buy	17,968 +3,642	+25%	+$184K	0.64%	37
2023 Q2	$726K	Buy	+14,326	New	+$725K	0.49%	42
2022 Q4	$1.02M	Buy	20,178 +4,630	+30%	+$233K	0.88%	29
2022 Q3	$782K	Hold	15,548	–	–	0.77%	29
2022 Q2	$788K	Sell	15,548 -3,456	-18%	-$175K	0.69%	31
2022 Q1	$962K	Buy	+19,004	New	+$965K	0.72%	32

Other funds holding JMST

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

First Citizens Financial Corp's JMST Position: Q2 2026 in Review

First Citizens Financial Corp sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 4,273 shares — an estimated $218K sold.

First Citizens Financial Corp first reported a position in JMST in Q1 2022 and held it in 16 quarters. The position peaked at $1.07M in Q4 2023. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

First Citizens Financial Corp reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
First Citizens Financial Corp sold 4,273 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $218K.
First Citizens Financial Corp first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and held it in 16 quarters.
First Citizens Financial Corp's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.07M in Q4 2023.
289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.