Integrated Investment Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Integrated Investment Consultants’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	-55,000	Closed	-$2.81M	–	308
2025 Q3	$2.81M	Buy	+55,000	New	+$2.8M	0.48%	38

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 $445B AUM 25.58% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $2.09B AUM 20.07% 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

Integrated Investment Consultants's JMST Position: Q4 2025 in Review

Integrated Investment Consultants sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 55,000 shares — an estimated $2.81M sold.

Integrated Investment Consultants first reported a position in JMST in Q3 2025 and held it in 1 quarter. The position peaked at $2.81M in Q3 2025. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

Integrated Investment Consultants reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
Integrated Investment Consultants sold 55,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $2.81M.
Integrated Investment Consultants first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and held it in 1 quarter.
Integrated Investment Consultants's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.81M in Q3 2025.
546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.