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IFG Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

IFG Advisory’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 		– Sell
-8,402
Closed -$428K – 645
2025
Q4 		$428K Sell
8,402
-750
-8% -$38.2K 0.02% 543
2025
Q3 		$467K Buy
9,152
+267
+3% +$13.6K 0.02% 508
2025
Q2 		$452K Sell
8,885
-2,405
-21% -$122K 0.02% 486
2025
Q1 		$574K Buy
11,290
+538
+5% +$27.3K 0.03% 414
2024
Q4 		$545K Buy
+10,752
New +$546K 0.03% 399
2024
Q3 		– Sell
-8,984
Closed -$456K – 516
2024
Q2 		$456K Buy
+8,984
New +$455K 0.03% 417
2024
Q1 		– Sell
-8,602
Closed -$436K – 482
2023
Q4 		$436K Sell
8,602
-7,832
-48% -$396K 0.03% 387
2023
Q3 		$829K Buy
16,434
+63
+0.4% +$3.18K 0.07% 251
2023
Q2 		$829K Sell
16,371
-1,050
-6% -$53.1K 0.07% 231
2023
Q1 		$885K Sell
17,421
-3,006
-15% -$152K 0.08% 227
2022
Q4 		$1.03M Sell
20,427
-375
-2% -$18.9K 0.1% 205
2022
Q3 		$1.05M Buy
20,802
+16
+0.1% +$809 0.1% 208
2022
Q2 		$1.05M Buy
20,786
+7
+0% +$354 0.11% 185
2022
Q1 		$1.05M Sell
20,779
-1,795
-8% -$91.2K 0.11% 202
2021
Q4 		$1.15M Sell
22,574
-2,169
-9% -$111K 0.11% 187
2021
Q3 		$1.26M Sell
24,743
-4,793
-16% -$245K 0.14% 175
2021
Q2 		$1.51M Buy
29,536
+9
+0% +$460 0.17% 156
2021
Q1 		$1.51M Sell
29,527
-8,378
-22% -$428K 0.19% 132
2020
Q4 		$1.93M Buy
37,905
+1,187
+3% +$60.6K 0.27% 88
2020
Q3 		$1.87M Buy
36,718
+511
+1% +$26.1K 0.3% 77
2020
Q2 		$1.84M Buy
36,207
+28,045
+344% +$1.42M 0.33% 71
2020
Q1 		$411K Buy
8,162
+1,550
+23% +$78.2K 0.09% 220
2019
Q4 		$333K Sell
6,612
-471
-7% -$23.8K 0.06% 297
2019
Q3 		$357K Sell
7,083
-5,713
-45% -$289K 0.07% 275
2019
Q2 		$660K Buy
+12,796
New +$645K 0.12% 174

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

IFG Advisory's JMST Position: Q1 2026 in Review

IFG Advisory sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 8,402 shares — an estimated $428K sold.

IFG Advisory first reported a position in JMST in Q2 2019 and held it in 25 quarters. The position peaked at $1.93M in Q4 2020. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • IFG Advisory reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 8,402 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $428K.
  • IFG Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and held it in 25 quarters.
  • IFG Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.93M in Q4 2020.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.