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

Freedom 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	$227K	Buy	4,448 +92	+2%	+$4.7K	0.07%	101
2025 Q4	$222K	Sell	4,356 -5,082	-54%	-$259K	0.06%	111
2025 Q3	$482K	Sell	9,438 -33,919	-78%	-$1.73M	0.13%	77
2025 Q2	$2.21M	Sell	43,357 -1,930	-4%	-$98K	0.18%	93
2025 Q1	$2.3M	Sell	45,287 -1,405	-3%	-$71.4K	0.19%	83
2024 Q4	$2.37M	Buy	46,692 +5,572	+14%	+$283K	0.2%	80
2024 Q3	$2.09M	Buy	41,120 +6,453	+19%	+$328K	0.17%	105
2024 Q2	$1.76M	Sell	34,667 -9,892	-22%	-$501K	0.14%	130
2024 Q1	$2.26M	Sell	44,559 -14,341	-24%	-$727K	0.18%	100
2023 Q4	$2.99M	Buy	+58,900	New	+$2.98M	0.24%	76

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

Freedom Investment Management's JMST Position: Q1 2026 in Review

Freedom Investment Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.1% in Q1 2026, buying an estimated $4.7K and bringing the position to 4,448 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #101.

Freedom Investment Management first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.99M in Q4 2023. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Freedom Investment Management held 4,448 shares of JPMorgan Ultra-Short Municipal Income ETF worth $227K as of Q1 2026.
Freedom Investment Management bought 92 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $4.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Freedom Investment Management's portfolio in Q1 2026, its #101 holding.
Freedom Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.99M in Q4 2023.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.