Kovitz Investment Group Partners
JMST icon

Kovitz Investment Group Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-85,795
Closed -$4.38M – 914
2025
Q3 		$4.38M Buy
85,795
+38,759
+82% +$1.98M 0.02% 489
2025
Q2 		$2.4M Buy
47,036
+42,320
+897% +$2.15M 0.01% 590
2025
Q1 		$240K Buy
+4,716
New +$240K ﹤0.01% 1119

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Bank of America
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Kovitz Investment Group Partners's JMST Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 85,795 shares — an estimated $4.38M sold.

Kovitz Investment Group Partners first reported a position in JMST in Q1 2025 and held it in 3 quarters. The position peaked at $4.38M in Q3 2025. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 85,795 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $4.38M.
  • Kovitz Investment Group Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.38M in Q3 2025.
  • 547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.