Middleton & Co’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Middleton & Co’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 Q3	–	Sell	-4,200	Closed	-$214K	–	167
2025 Q2	$214K	Sell	4,200 -1,000	-19%	-$50.8K	0.02%	156
2025 Q1	$264K	Sell	5,200 -500	-9%	-$25.4K	0.03%	138
2024 Q4	$289K	Hold	5,700	–	–	0.03%	133
2024 Q3	$290K	Sell	5,700 -2,000	-26%	-$102K	0.03%	140
2024 Q2	$391K	Hold	7,700	–	–	0.05%	121
2024 Q1	$391K	Sell	7,700 -1,000	-11%	-$50.7K	0.05%	128
2023 Q4	$441K	Hold	8,700	–	–	0.06%	113
2023 Q3	$439K	Hold	8,700	–	–	0.06%	107
2023 Q2	$441K	Hold	8,700	–	–	0.06%	114
2023 Q1	$442K	Buy	+8,700	New	+$440K	0.06%	112

Other funds holding JMST

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

Middleton & Co's JMST Position: Q3 2025 in Review

Middleton & Co sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q3 2025, closing a stake of 4,200 shares — an estimated $214K sold.

Middleton & Co first reported a position in JMST in Q1 2023 and held it in 10 quarters. The position peaked at $442K in Q1 2023. 499 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

Middleton & Co reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q3 2025 after selling out during the quarter.
Middleton & Co sold 4,200 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $214K.
Middleton & Co first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and held it in 10 quarters.
Middleton & Co's JPMorgan Ultra-Short Municipal Income ETF position peaked at $442K in Q1 2023.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Middleton & Co's 13F filing for Q3 2025, filed 29 Oct 2025.