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Insight Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Insight Advisors’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 		$1.65M Sell
32,443
-115,161
-78% -$5.88M 0.31% 42
2025
Q4 		$7.52M Buy
147,604
+12,984
+10% +$661K 1.14% 17
2025
Q3 		$6.87M Buy
134,620
+1,777
+1% +$90.6K 1.05% 15
2025
Q2 		$6.76M Buy
132,843
+18,531
+16% +$941K 1.08% 13
2025
Q1 		$5.81M Buy
114,312
+4,945
+5% +$251K 1.01% 12
2024
Q4 		$5.56M Sell
109,367
-15,514
-12% -$788K 0.94% 17
2024
Q3 		$6.36M Buy
124,881
+26,325
+27% +$1.34M 1.1% 12
2024
Q2 		$5M Buy
98,556
+62,216
+171% +$3.15M 0.9% 16
2024
Q1 		$1.84M Buy
36,340
+27,728
+322% +$1.41M 0.35% 51
2023
Q4 		$437K Hold
8,612
– – 0.09% 162
2023
Q3 		$434K Sell
8,612
-500
-5% -$25.3K 0.1% 154
2023
Q2 		$462K Sell
9,112
-400
-4% -$20.2K 0.1% 153
2023
Q1 		$483K Sell
9,512
-1,560
-14% -$79K 0.11% 153
2022
Q4 		$559K Buy
11,072
+810
+8% +$40.8K 0.2% 137
2022
Q3 		$516K Sell
10,262
-238
-2% -$12K 0.2% 129
2022
Q2 		$532K Buy
10,500
+4,200
+67% +$212K 0.18% 141
2022
Q1 		$319K Buy
6,300
+500
+9% +$25.4K 0.1% 243
2021
Q4 		$296K Hold
5,800
– – 0.09% 254
2021
Q3 		$296K Buy
+5,800
New +$296K 0.09% 248

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

Insight Advisors's JMST Position: Q1 2026 in Review

Insight Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 78% in Q1 2026, selling an estimated $5.88M and leaving 32,443 shares worth $1.65M. The position accounts for 0.31% of the portfolio, ranked #42.

Insight Advisors first reported a position in JMST in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.52M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Insight Advisors held 32,443 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.65M as of Q1 2026.
  • Insight Advisors sold 115,161 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $5.88M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.31% of Insight Advisors's portfolio in Q1 2026, its #42 holding.
  • Insight Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Insight Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.52M in Q4 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.