Jupiter Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Jupiter Wealth Management’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	$4.58M	Hold	90,000	–	–	1.81%	15
2025 Q4	$4.6M	Buy	90,000 +10,000	+13%	+$509K	2.05%	16
2025 Q3	$4.08M	Hold	80,000	–	–	1.93%	14
2025 Q2	$4.08M	Hold	80,000	–	–	2.06%	14
2025 Q1	$4.06M	Hold	80,000	–	–	2.46%	14
2024 Q4	$4.06M	Hold	80,000	–	–	2.03%	14
2024 Q3	$4.08M	Hold	80,000	–	–	2.09%	13
2024 Q2	$4.07M	Hold	80,000	–	–	2.16%	13
2024 Q1	$4.05M	Hold	80,000	–	–	2.14%	15
2023 Q4	$4.06M	Hold	80,000	–	–	2.39%	14
2023 Q3	$4.04M	Buy	+80,000	New	+$4.04M	2.62%	12

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 $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 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

Jupiter Wealth Management's JMST Position: Q1 2026 in Review

Jupiter Wealth Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 90,000 shares worth $4.58M. The position accounts for 1.81% of the portfolio, ranked #15.

Jupiter Wealth Management first reported a position in JMST in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.6M in Q4 2025. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Jupiter Wealth Management held 90,000 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.58M as of Q1 2026.
Jupiter Wealth Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 1.81% of Jupiter Wealth Management's portfolio in Q1 2026, its #15 holding.
Jupiter Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
Jupiter Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.6M in Q4 2025.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.