Kestra Private Wealth Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kestra Private Wealth Services’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	$2.29M	Buy	44,904 +13,247	+42%	+$676K	0.03%	508
2025 Q4	$1.61M	Buy	31,657 +1,116	+4%	+$56.9K	0.02%	618
2025 Q3	$1.56M	Buy	30,541 +8,625	+39%	+$440K	0.02%	615
2025 Q2	$1.12M	Buy	21,916 +2,707	+14%	+$137K	0.02%	702
2025 Q1	$977K	Buy	+19,209	New	+$976K	0.02%	690

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 Private Wealth Services's JMST Position: Q1 2026 in Review

Kestra Private Wealth Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 42% in Q1 2026, buying an estimated $676K and bringing the position to 44,904 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #508.

Kestra Private Wealth Services first reported a position in JMST in Q1 2025 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Kestra Private Wealth Services held 44,904 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.29M as of Q1 2026.
Kestra Private Wealth Services bought 13,247 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $676K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q1 2026, its #508 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.