Golden State Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Golden State Wealth 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
2025 Q4	–	Sell	-213	Closed	-$10.9K	–	1725
2025 Q3	$10.9K	Buy	213 +1	+0.5%	+$51	﹤0.01%	1081
2025 Q2	$10.8K	Buy	212 +2	+1%	+$102	﹤0.01%	1060
2025 Q1	$10.7K	Buy	210 +1	+0.5%	+$51	﹤0.01%	981
2024 Q4	$10.6K	Buy	+209	New	+$10.6K	﹤0.01%	948
2022 Q1	$967K	Sell	19,089 -4,945	-21%	-$251K	0.19%	107
2021 Q4	$1.23M	Buy	24,034 +2,980	+14%	+$152K	0.21%	102
2021 Q3	$1.07M	Sell	21,054 -12,430	-37%	-$635K	0.23%	77
2021 Q2	$1.71M	Buy	+33,484	New	+$1.71M	0.38%	54

Other funds holding JMST

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Golden State Wealth Management's JMST Position: Q4 2025 in Review

Golden State Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 213 shares — an estimated $10.9K sold.

Golden State Wealth Management first reported a position in JMST in Q2 2021 and held it in 8 quarters. The position peaked at $1.71M in Q2 2021. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Golden State Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 213 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $10.9K.
Golden State Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 8 quarters.
Golden State Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.71M in Q2 2021.
546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.