Forvis Mazars Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Forvis Mazars Wealth Advisors’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	$759K	Buy	14,895 +9,804	+193%	+$500K	0.01%	235
2025 Q4	$259K	Sell	5,091 -17,988	-78%	-$916K	﹤0.01%	372
2025 Q3	$1.18M	Buy	23,079 +18,555	+410%	+$946K	0.02%	194
2025 Q2	$230K	Buy	+4,524	New	+$230K	0.01%	382
2023 Q1	–	Sell	-4,432	Closed	-$224K	–	412
2022 Q4	$224K	Sell	4,432 -7,306	-62%	-$368K	0.01%	364
2022 Q3	$590K	Buy	11,738 +5,365	+84%	+$271K	0.02%	240
2022 Q2	$323K	Sell	6,373 -24,926	-80%	-$1.26M	0.01%	314
2022 Q1	$1.58M	Sell	31,299 -3,135	-9%	-$159K	0.07%	122
2021 Q4	$1.76M	Buy	34,434 +16,811	+95%	+$858K	0.07%	111
2021 Q3	$900K	Buy	+17,623	New	+$900K	0.04%	138

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Forvis Mazars Wealth Advisors's JMST Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 193% in Q1 2026, buying an estimated $500K and bringing the position to 14,895 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #235.

Forvis Mazars Wealth Advisors first reported a position in JMST in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2021. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Forvis Mazars Wealth Advisors held 14,895 shares of JPMorgan Ultra-Short Municipal Income ETF worth $759K as of Q1 2026.
Forvis Mazars Wealth Advisors bought 9,804 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $500K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #235 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 10 quarters since.
Forvis Mazars Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.76M in Q4 2021.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.