Interchange Capital Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Interchange Capital 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	$11.1M	Sell	218,999 -535,001	-71%	-$27.3M	3.52%	3
2025 Q4	$38.4M	Buy	754,000 +1,644	+0.2%	+$83.7K	7.12%	1
2025 Q3	$38.4M	Buy	752,356 +57,936	+8%	+$2.95M	7.53%	1
2025 Q2	$35.4M	Buy	694,420 +450,882	+185%	+$22.9M	8.17%	2
2025 Q1	$12.4M	Buy	243,538 +78,877	+48%	+$4.01M	3.47%	3
2024 Q4	$8.35M	Buy	164,661 +51,599	+46%	+$2.62M	3.01%	3
2024 Q3	$5.76M	Buy	113,062 +6,128	+6%	+$312K	2.02%	7
2024 Q2	$5.43M	Buy	106,934 +97,998	+1,097%	+$4.96M	1.98%	7
2024 Q1	$463K	Buy	8,936 +115	+1%	+$5.83K	0.31%	77
2023 Q4	$448K	Buy	+8,821	New	+$446K	0.34%	73
2023 Q2	–	Sell	-94,890	Closed	-$4.82M	–	185
2023 Q1	$4.82M	Buy	+94,890	New	+$4.8M	2.61%	5
2021 Q4	–	Sell	-7,830	Closed	-$399K	–	164
2021 Q3	$399K	Buy	+7,830	New	+$400K	0.67%	58

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 $1.9B AUM 14.38% 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

Interchange Capital Partners's JMST Position: Q1 2026 in Review

Interchange Capital Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 71% in Q1 2026, selling an estimated $27.3M and leaving 218,999 shares worth $11.1M. The position accounts for 3.52% of the portfolio, ranked #3.

Interchange Capital Partners first reported a position in JMST in Q3 2021 and has held it in 12 quarters since. The position peaked at $38.4M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Interchange Capital Partners held 218,999 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.1M as of Q1 2026.
Interchange Capital Partners sold 535,001 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $27.3M.
JPMorgan Ultra-Short Municipal Income ETF made up 3.52% of Interchange Capital Partners's portfolio in Q1 2026, its #3 holding.
Interchange Capital Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 12 quarters since.
Interchange Capital Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $38.4M in Q4 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.