Mercer Global Advisors
JMST icon

Mercer Global Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mercer Global 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 		$5.95M Sell
116,634
-52,062
-31% -$2.66M 0.01% 695
2025
Q4 		$8.59M Buy
168,696
+51,937
+44% +$2.65M 0.01% 532
2025
Q3 		$5.96M Sell
116,759
-7,915
-6% -$403K 0.01% 609
2025
Q2 		$6.35M Buy
124,674
+12,577
+11% +$638K 0.01% 508
2025
Q1 		$5.7M Sell
112,097
-13,424
-11% -$682K 0.01% 509
2024
Q4 		$6.37M Buy
125,521
+9,735
+8% +$494K 0.02% 482
2024
Q3 		$5.89M Sell
115,786
-6,547
-5% -$333K 0.01% 457
2024
Q2 		$6.21M Sell
122,333
-3,871
-3% -$196K 0.02% 406
2024
Q1 		$6.4M Buy
126,204
+9,884
+8% +$501K 0.02% 402
2023
Q4 		$5.9M Buy
116,320
+7,605
+7% +$385K 0.02% 422
2023
Q3 		$5.49M Buy
108,715
+1,434
+1% +$72.5K 0.02% 409
2023
Q2 		$5.43M Sell
107,281
-55,655
-34% -$2.82M 0.02% 434
2023
Q1 		$8.28M Sell
162,936
-460,872
-74% -$23.3M 0.04% 307
2022
Q4 		$31.5M Buy
623,808
+221,589
+55% +$11.2M 0.16% 99
2022
Q3 		$20.2M Buy
402,219
+174,567
+77% +$8.82M 0.12% 135
2022
Q2 		$11.5M Buy
227,652
+90,758
+66% +$4.59M 0.07% 200
2022
Q1 		$6.93M Buy
136,894
+102,892
+303% +$5.23M 0.04% 301
2021
Q4 		$1.74M Buy
+34,002
New +$1.74M 0.01% 672

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 $1.9B AUM 14.38% 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

Mercer Global Advisors's JMST Position: Q1 2026 in Review

Mercer Global Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 31% in Q1 2026, selling an estimated $2.66M and leaving 116,634 shares worth $5.95M. The position accounts for 0.01% of the portfolio, ranked #695.

Mercer Global Advisors first reported a position in JMST in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.5M in Q4 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Mercer Global Advisors held 116,634 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.95M as of Q1 2026.
  • Mercer Global Advisors sold 52,062 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $2.66M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #695 holding.
  • Mercer Global Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Mercer Global Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $31.5M in Q4 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.