McDonald Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

McDonald 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
2026 Q1	$744K	Hold	14,600	–	–	0.18%	117
2025 Q4	$744K	Hold	14,600	–	–	0.23%	104
2025 Q3	$745K	Hold	14,600	–	–	0.22%	108
2025 Q2	$743K	Hold	14,600	–	–	0.18%	141
2025 Q1	$742K	Hold	14,600	–	–	0.19%	133
2024 Q4	$740K	Hold	14,600	–	–	0.19%	137
2024 Q3	$744K	Hold	14,600	–	–	0.19%	137
2024 Q2	$741K	Hold	14,600	–	–	0.2%	131
2024 Q1	$741K	Hold	14,600	–	–	0.2%	126
2023 Q4	$741K	Hold	14,600	–	–	0.22%	122
2023 Q3	$737K	Hold	14,600	–	–	0.24%	115
2023 Q2	$739K	Hold	14,600	–	–	0.23%	119
2023 Q1	$742K	Hold	14,600	–	–	0.24%	118
2022 Q4	$738K	Buy	14,600 +4,000	+38%	+$202K	0.25%	114
2022 Q3	$533K	Buy	10,600 +600	+6%	+$30.3K	0.2%	131
2022 Q2	$507K	Buy	+10,000	New	+$505K	0.13%	176

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

McDonald Partners's JMST Position: Q1 2026 in Review

McDonald Partners held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 14,600 shares worth $744K. The position accounts for 0.18% of the portfolio, ranked #117.

McDonald Partners first reported a position in JMST in Q2 2022 and has held it in 16 quarters since. The position peaked at $745K in Q3 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

McDonald Partners held 14,600 shares of JPMorgan Ultra-Short Municipal Income ETF worth $744K as of Q1 2026.
McDonald Partners left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.18% of McDonald Partners's portfolio in Q1 2026, its #117 holding.
McDonald Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 16 quarters since.
McDonald Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $745K in Q3 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.