McCarthy & Cox’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

McCarthy & Cox’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	-9,320	Closed	-$476K	–	50
2025 Q3	$476K	Buy	9,320 +276	+3%	+$14.1K	0.11%	43
2025 Q2	$461K	Buy	9,044 +638	+8%	+$32.4K	0.12%	41
2025 Q1	$427K	Buy	8,406 +2,213	+36%	+$112K	0.19%	35
2024 Q4	$314K	Buy	+6,193	New	+$315K	0.11%	47
2024 Q3	–	Sell	-4,225	Closed	-$214K	–	58
2024 Q2	$214K	Buy	+4,225	New	+$214K	0.08%	49

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

McCarthy & Cox's JMST Position: Q4 2025 in Review

McCarthy & Cox sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 9,320 shares — an estimated $476K sold.

McCarthy & Cox first reported a position in JMST in Q2 2024 and held it in 5 quarters. The position peaked at $476K in Q3 2025. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

McCarthy & Cox reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 9,320 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $476K.
McCarthy & Cox first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and held it in 5 quarters.
McCarthy & Cox's JPMorgan Ultra-Short Municipal Income ETF position peaked at $476K in Q3 2025.
547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.