Kuhn & Co Investment Counsel’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kuhn & Co Investment Counsel’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	$978K	Buy	19,188 +2,854	+17%	+$146K	0.63%	47
2025 Q4	$832K	Buy	16,334 +2,936	+22%	+$150K	0.55%	52
2025 Q3	$684K	Sell	13,398 -2,973	-18%	-$152K	0.54%	61
2025 Q2	$834K	Buy	16,371 +661	+4%	+$33.5K	0.63%	51
2025 Q1	$799K	Buy	15,710 +3,156	+25%	+$160K	0.67%	48
2024 Q4	$637K	Buy	12,554 +1,868	+17%	+$94.9K	0.54%	60
2024 Q3	$544K	Buy	10,686 +376	+4%	+$19.1K	0.46%	76
2024 Q2	$523K	Buy	10,310 +1,593	+18%	+$80.7K	0.47%	74
2024 Q1	$442K	Sell	8,717 -768	-8%	-$39K	0.42%	83
2023 Q4	$481K	Buy	+9,485	New	+$480K	0.49%	68

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

Kuhn & Co Investment Counsel's JMST Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q1 2026, buying an estimated $146K and bringing the position to 19,188 shares worth $978K. The position accounts for 0.63% of the portfolio, ranked #47.

Kuhn & Co Investment Counsel first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Kuhn & Co Investment Counsel held 19,188 shares of JPMorgan Ultra-Short Municipal Income ETF worth $978K as of Q1 2026.
Kuhn & Co Investment Counsel bought 2,854 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $146K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.63% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #47 holding.
Kuhn & Co Investment Counsel first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.