IAG Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

IAG Wealth Partners’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	$2.02M	Buy	39,550 +5,719	+17%	+$292K	0.23%	59
2025 Q4	$1.72M	Buy	33,831 +5,604	+20%	+$285K	0.2%	58
2025 Q3	$1.44M	Sell	28,227 -22,944	-45%	-$1.17M	0.17%	59
2025 Q2	$2.61M	Buy	51,171 +29,605	+137%	+$1.5M	0.34%	45
2025 Q1	$1.1M	Buy	21,566 +6,668	+45%	+$339K	0.17%	61
2024 Q4	$755K	Sell	14,898 -3,904	-21%	-$198K	0.13%	60
2024 Q3	$958K	Buy	18,802 +9,318	+98%	+$474K	0.18%	54
2024 Q2	$481K	Buy	9,484 +3,749	+65%	+$190K	0.1%	64
2024 Q1	$291K	Sell	5,735 -30,247	-84%	-$1.53M	0.06%	76
2023 Q4	$1.83M	Buy	35,982 +4,862	+16%	+$246K	0.42%	37
2023 Q3	$1.57M	Sell	31,120 -39,258	-56%	-$1.98M	0.44%	35
2023 Q2	$3.56M	Buy	+70,378	New	+$3.56M	0.94%	23

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 $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

IAG Wealth Partners's JMST Position: Q1 2026 in Review

IAG Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q1 2026, buying an estimated $292K and bringing the position to 39,550 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #59.

IAG Wealth Partners first reported a position in JMST in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.56M in Q2 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

IAG Wealth Partners held 39,550 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.02M as of Q1 2026.
IAG Wealth Partners bought 5,719 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $292K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.23% of IAG Wealth Partners's portfolio in Q1 2026, its #59 holding.
IAG Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 12 quarters since.
IAG Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.56M in Q2 2023.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.