Horizon Family Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Horizon Family Wealth’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	$257K	Buy	5,046 +448	+10%	+$22.9K	0.14%	83
2025 Q4	$234K	Buy	4,598 +12	+0.3%	+$611	0.12%	80
2025 Q3	$234K	Buy	4,586 +11	+0.2%	+$561	0.13%	75
2025 Q2	$233K	Buy	4,575 +13	+0.3%	+$660	0.14%	73
2025 Q1	$232K	Buy	4,562 +309	+7%	+$15.7K	0.15%	67
2024 Q4	$216K	Buy	4,253 +13	+0.3%	+$660	0.14%	79
2024 Q3	$216K	Buy	+4,240	New	+$216K	0.15%	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 $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Horizon Family Wealth's JMST Position: Q1 2026 in Review

Horizon Family Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.7% in Q1 2026, buying an estimated $22.9K and bringing the position to 5,046 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #83.

Horizon Family Wealth first reported a position in JMST in Q3 2024 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Horizon Family Wealth held 5,046 shares of JPMorgan Ultra-Short Municipal Income ETF worth $257K as of Q1 2026.
Horizon Family Wealth bought 448 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $22.9K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Horizon Family Wealth's portfolio in Q1 2026, its #83 holding.
Horizon Family Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.