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Ironwood Investment Counsel’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Ironwood Investment Counsel’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 		$1.97M Sell
38,643
-39,088
-50% -$2M 0.28% 86
2025
Q4 		$3.96M Sell
77,731
-26,404
-25% -$1.35M 0.55% 52
2025
Q3 		$5.32M Buy
104,135
+73,974
+245% +$3.77M 0.77% 37
2025
Q2 		$1.54M Sell
30,161
-6,944
-19% -$352K 0.24% 90
2025
Q1 		$1.89M Buy
37,105
+12,085
+48% +$614K 0.33% 77
2024
Q4 		$1.27M Sell
25,020
-10,474
-30% -$532K 0.22% 103
2024
Q3 		$1.81M Sell
35,494
-2,246
-6% -$114K 0.3% 77
2024
Q2 		$1.92M Buy
37,740
+4,945
+15% +$250K 0.34% 70
2024
Q1 		$1.66M Sell
32,795
-22,213
-40% -$1.13M 0.29% 84
2023
Q4 		$2.79M Buy
55,008
+36,695
+200% +$1.86M 0.52% 55
2023
Q3 		$5.19M Sell
18,313
-8,174
-31% -$413K 1.09% 27
2023
Q2 		$1.34M Buy
26,487
+2,122
+9% +$107K 0.3% 77
2023
Q1 		$1.24M Sell
24,365
-31,624
-56% -$1.6M 0.29% 82
2022
Q4 		$2.83M Buy
55,989
+12,994
+30% +$655K 0.69% 52
2022
Q3 		$2.16M Buy
42,995
+16,174
+60% +$817K 0.62% 52
2022
Q2 		$1.36M Sell
26,821
-27,685
-51% -$1.4M 0.38% 73
2022
Q1 		$2.76M Sell
54,506
-54,926
-50% -$2.79M 0.68% 47
2021
Q4 		$5.59M Sell
109,432
-54,713
-33% -$2.79M 1.28% 23
2021
Q3 		$8.38M Buy
164,145
+64,439
+65% +$3.29M 2.15% 6
2021
Q2 		$5.09M Buy
99,706
+13,150
+15% +$671K 1.35% 23
2021
Q1 		$4.42M Sell
86,556
-6,447
-7% -$329K 1.27% 25
2020
Q4 		$4.75M Buy
93,003
+32,585
+54% +$1.66M 1.08% 31
2020
Q3 		$3.08M Buy
60,418
+49,888
+474% +$2.54M 0.83% 39
2020
Q2 		$536K Buy
+10,530
New +$535K 0.16% 110

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 $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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

Ironwood Investment Counsel's JMST Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 50% in Q1 2026, selling an estimated $2M and leaving 38,643 shares worth $1.97M. The position accounts for 0.28% of the portfolio, ranked #86.

Ironwood Investment Counsel first reported a position in JMST in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.38M in Q3 2021. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Ironwood Investment Counsel held 38,643 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.97M as of Q1 2026.
  • Ironwood Investment Counsel sold 39,088 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $2M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.28% of Ironwood Investment Counsel's portfolio in Q1 2026, its #86 holding.
  • Ironwood Investment Counsel first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 24 quarters since.
  • Ironwood Investment Counsel's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.38M in Q3 2021.
  • 553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.