Garden State Investment Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Garden State Investment Advisory Services’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	$500K	Buy	9,815 +391	+4%	+$20K	0.11%	152
2025 Q4	$481K	Buy	9,424 +758	+9%	+$38.6K	0.11%	159
2025 Q3	$442K	Buy	8,666 +2,585	+43%	+$132K	0.1%	173
2025 Q2	$310K	Buy	+6,081	New	+$309K	0.08%	219
2023 Q2	–	Sell	-8,423	Closed	-$428K	–	252
2023 Q1	$428K	Buy	8,423 +1,594	+23%	+$80.7K	0.18%	101
2022 Q4	$345K	Buy	+6,829	New	+$344K	0.2%	112

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 $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 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

Garden State Investment Advisory Services's JMST Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.1% in Q1 2026, buying an estimated $20K and bringing the position to 9,815 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #152.

Garden State Investment Advisory Services first reported a position in JMST in Q4 2022 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Garden State Investment Advisory Services held 9,815 shares of JPMorgan Ultra-Short Municipal Income ETF worth $500K as of Q1 2026.
Garden State Investment Advisory Services bought 391 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $20K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #152 holding.
Garden State Investment Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 6 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.