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Mount Yale Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mount Yale Investment 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 		$1.27M Buy
24,856
+4,666
+23% +$238K 0.03% 470
2025
Q4 		$1.03M Buy
+20,190
New +$1.03M 0.05% 309

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 $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
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 $609B AUM 40.19% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Mount Yale Investment Advisors's JMST Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 23% in Q1 2026, buying an estimated $238K and bringing the position to 24,856 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #470.

Mount Yale Investment Advisors first reported a position in JMST in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Mount Yale Investment Advisors held 24,856 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.27M as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,666 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $238K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #470 holding.
  • Mount Yale Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.