Kestra Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kestra Investment 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	–	Sell	-18,139	Closed	-$924K	–	482
2025 Q4	$924K	Sell	18,139 -82,077	-82%	-$4.18M	0.02%	211
2025 Q3	$5.12M	Sell	100,216 -139,030	-58%	-$7.09M	0.14%	68
2025 Q2	$12.2M	Buy	239,246 +95,885	+67%	+$4.87M	0.19%	59
2025 Q1	$7.29M	Buy	143,361 +138,722	+2,990%	+$7.05M	0.23%	53
2024 Q4	$235K	Buy	+4,639	New	+$236K	0.01%	328

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

Kestra Investment Management's JMST Position: Q1 2026 in Review

Kestra Investment Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 18,139 shares — an estimated $924K sold.

Kestra Investment Management first reported a position in JMST in Q4 2024 and held it in 5 quarters. The position peaked at $12.2M in Q2 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Kestra Investment Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 18,139 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $924K.
Kestra Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and held it in 5 quarters.
Kestra Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $12.2M in Q2 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.