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Key Financial Inc’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Key Financial Inc’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 		$723K Buy
14,189
+10,022
+241% +$512K 0.13% 148
2025
Q4 		$212K Hold
4,167
– – 0.04% 279
2025
Q3 		$212K Buy
4,167
+2,051
+97% +$105K 0.04% 280
2025
Q2 		$108K Hold
2,116
– – 0.02% 368
2025
Q1 		$108K Hold
2,116
– – 0.02% 346
2024
Q4 		$107K Hold
2,116
– – 0.02% 335
2024
Q3 		$108K Buy
2,116
+838
+66% +$42.6K 0.02% 341
2024
Q2 		$64.9K Sell
1,278
-185
-13% -$9.37K 0.02% 415
2024
Q1 		$74.2K Hold
1,463
– – 0.02% 374
2023
Q4 		$74.2K Sell
1,463
-515
-26% -$26K 0.02% 362
2023
Q3 		$99.8K Hold
1,978
– – 0.03% 292
2023
Q2 		$100K Sell
1,978
-1,385
-41% -$70.1K 0.03% 294
2023
Q1 		$171K Buy
3,363
+2,133
+173% +$108K 0.06% 214
2022
Q4 		$61.9K Hold
1,230
– – 0.03% 326
2022
Q3 		$62K Buy
1,230
+555
+82% +$28K 0.03% 329
2022
Q2 		$34K Hold
675
– – 0.02% 425
2022
Q1 		$34K Hold
675
– – 0.02% 410
2021
Q4 		$34K Hold
675
– – 0.02% 403
2021
Q3 		$34K Hold
675
– – 0.02% 390
2021
Q2 		$34K Hold
675
– – 0.02% 397
2021
Q1 		$34K Hold
675
– – 0.02% 333
2020
Q4 		$34K Buy
+675
New +$34.4K 0.03% 303
2020
Q2 		– Sell
-675
Closed -$34K – 375
2020
Q1 		$34K Buy
+675
New +$34.1K 0.03% 261

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 $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
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

Key Financial Inc's JMST Position: Q1 2026 in Review

Key Financial Inc increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 241% in Q1 2026, buying an estimated $512K and bringing the position to 14,189 shares worth $723K. The position accounts for 0.13% of the portfolio, ranked #148.

Key Financial Inc first reported a position in JMST in Q1 2020 and has held it in 23 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Key Financial Inc held 14,189 shares of JPMorgan Ultra-Short Municipal Income ETF worth $723K as of Q1 2026.
  • Key Financial Inc bought 10,022 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $512K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Key Financial Inc's portfolio in Q1 2026, its #148 holding.
  • Key Financial Inc first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2020 and has held it in 23 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.