Medallion Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Medallion Wealth Advisors’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	$52.3K	Buy	+1,026	New	+$52.4K	0.02%	467

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 $17.8B AUM 24.16% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 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

Medallion Wealth Advisors's JMST Position: Q1 2026 in Review

Medallion Wealth Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026: 1,026 shares worth $52.3K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings.

553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Medallion Wealth Advisors held 1,026 shares of JPMorgan Ultra-Short Municipal Income ETF worth $52.3K as of Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Medallion Wealth Advisors position in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #467 holding.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.