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Laurel Wealth Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Laurel Wealth Planning’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 		$2.85M Buy
56,001
+1,233
+2% +$62.9K 1.51% 25
2025
Q4 		$2.79M Buy
54,768
+2,277
+4% +$116K 1.55% 22
2025
Q3 		$2.68M Buy
52,491
+2,383
+5% +$121K 1.42% 23
2025
Q2 		$2.55M Buy
50,108
+1,194
+2% +$60.6K 1.45% 23
2025
Q1 		$2.49M Buy
48,914
+7,848
+19% +$399K 1.65% 21
2024
Q4 		$2.08M Buy
41,066
+3,343
+9% +$170K 1.34% 25
2024
Q3 		$1.92M Sell
37,723
-361
-0.9% -$18.4K 1.26% 23
2024
Q2 		$1.93M Buy
38,084
+10,085
+36% +$511K 1.35% 22
2024
Q1 		$1.42M Buy
27,999
+3,105
+12% +$158K 0.94% 28
2023
Q4 		$1.26M Buy
24,894
+4,097
+20% +$207K 0.89% 30
2023
Q3 		$1.05M Buy
20,797
+1,154
+6% +$58.3K 0.82% 31
2023
Q2 		$995K Sell
19,643
-2,604
-12% -$132K 0.71% 36
2023
Q1 		$1.13M Buy
22,247
+311
+1% +$15.7K 0.75% 38
2022
Q4 		$1.11M Buy
21,936
+2,617
+14% +$132K 0.71% 37
2022
Q3 		$972K Buy
19,319
+3,680
+24% +$186K 0.72% 36
2022
Q2 		$792K Buy
15,639
+7,335
+88% +$371K 0.56% 39
2022
Q1 		$421K Sell
8,304
-776
-9% -$39.4K 0.28% 54
2021
Q4 		$464K Buy
9,080
+4,515
+99% +$230K 0.35% 47
2021
Q3 		$233K Buy
+4,565
New +$233K 0.19% 56

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 $2.09B AUM 20.07% 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

Laurel Wealth Planning's JMST Position: Q1 2026 in Review

Laurel Wealth Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.3% in Q1 2026, buying an estimated $62.9K and bringing the position to 56,001 shares worth $2.85M. The position accounts for 1.51% of the portfolio, ranked #25.

Laurel Wealth Planning first reported a position in JMST in Q3 2021 and has held it in 19 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Laurel Wealth Planning held 56,001 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.85M as of Q1 2026.
  • Laurel Wealth Planning bought 1,233 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $62.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.51% of Laurel Wealth Planning's portfolio in Q1 2026, its #25 holding.
  • Laurel Wealth Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 19 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.