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Kooman & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kooman & Associates’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 		$1.76M Buy
34,573
+1,404
+4% +$71.7K 0.53% 13
2025
Q4 		$1.69M Buy
33,169
+2,506
+8% +$128K 0.5% 14
2025
Q3 		$1.57M Buy
30,663
+1,486
+5% +$75.7K 0.48% 18
2025
Q2 		$1.49M Sell
29,177
-3,490
-11% -$177K 0.5% 17
2025
Q1 		$1.66M Buy
32,667
+299
+0.9% +$15.2K 0.61% 14
2024
Q4 		$1.64M Buy
32,368
+885
+3% +$45K 0.59% 14
2024
Q3 		$1.6M Sell
31,483
-2,161
-6% -$110K 0.59% 14
2024
Q2 		$1.71M Buy
33,644
+1,918
+6% +$97.2K 0.69% 13
2024
Q1 		$1.61M Buy
31,726
+1,753
+6% +$88.9K 0.67% 13
2023
Q4 		$1.52M Sell
29,973
-5,464
-15% -$276K 0.68% 14
2023
Q3 		$1.79M Sell
35,437
-814
-2% -$41.1K 0.9% 12
2023
Q2 		$1.84M Sell
36,251
-1,026
-3% -$51.9K 0.91% 12
2023
Q1 		$1.89M Sell
37,277
-1,210
-3% -$61.3K 1.02% 12
2022
Q4 		$1.94M Buy
+38,487
New +$1.94M 1.92% 11

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

Kooman & Associates's JMST Position: Q1 2026 in Review

Kooman & Associates increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.2% in Q1 2026, buying an estimated $71.7K and bringing the position to 34,573 shares worth $1.76M. The position accounts for 0.53% of the portfolio, ranked #13.

Kooman & Associates first reported a position in JMST in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.94M in Q4 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Kooman & Associates held 34,573 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.76M as of Q1 2026.
  • Kooman & Associates bought 1,404 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $71.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.53% of Kooman & Associates's portfolio in Q1 2026, its #13 holding.
  • Kooman & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Kooman & Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.94M in Q4 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.