M Wealth Management LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

M Wealth Management LLC’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	$398K	Buy	7,812 +48	+0.6%	+$2.45K	0.34%	38
2025 Q4	$395K	Buy	7,764 +53	+0.7%	+$2.7K	0.34%	33
2025 Q3	$394K	Hold	7,711	–	–	0.35%	31
2025 Q2	$393K	Hold	7,711	–	–	0.36%	28
2025 Q1	$392K	Hold	7,711	–	–	0.37%	29
2024 Q4	$391K	Buy	+7,711	New	+$392K	0.36%	30

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

M Wealth Management LLC's JMST Position: Q1 2026 in Review

M Wealth Management LLC increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.62% in Q1 2026, buying an estimated $2.45K and bringing the position to 7,812 shares worth $398K. The position accounts for 0.34% of the portfolio, ranked #38.

M Wealth Management LLC first reported a position in JMST in Q4 2024 and has held it in 6 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

M Wealth Management LLC held 7,812 shares of JPMorgan Ultra-Short Municipal Income ETF worth $398K as of Q1 2026.
M Wealth Management LLC bought 48 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $2.45K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.34% of M Wealth Management LLC's portfolio in Q1 2026, its #38 holding.
M Wealth Management LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.