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

Mutual 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 		$4.91M Buy
96,241
+4,185
+5% +$214K 0.11% 193
2025
Q4 		$4.69M Sell
92,056
-1,630
-2% -$83K 0.1% 195
2025
Q3 		$4.77M Buy
93,686
+2,409
+3% +$123K 0.11% 189
2025
Q2 		$4.65M Buy
91,277
+27,624
+43% +$1.4M 0.12% 179
2025
Q1 		$3.23M Buy
63,653
+7,723
+14% +$392K 0.09% 210
2024
Q4 		$2.84M Buy
55,930
+4,029
+8% +$205K 0.08% 215
2024
Q3 		$2.64M Buy
51,901
+2,061
+4% +$105K 0.08% 232
2024
Q2 		$2.53M Sell
49,840
-2,318
-4% -$117K 0.08% 232
2024
Q1 		$2.65M Buy
52,158
+5,142
+11% +$261K 0.08% 214
2023
Q4 		$2.39M Sell
47,016
-4,782
-9% -$242K 0.08% 228
2023
Q3 		$2.61M Buy
51,798
+9,302
+22% +$470K 0.1% 192
2023
Q2 		$2.15M Buy
42,496
+2,752
+7% +$139K 0.08% 239
2023
Q1 		$2.02M Sell
39,744
-726
-2% -$36.8K 0.08% 240
2022
Q4 		$2.05M Buy
40,470
+20,067
+98% +$1.01M 0.09% 223
2022
Q3 		$1.03M Buy
20,403
+10,738
+111% +$543K 0.05% 358
2022
Q2 		$490K Buy
9,665
+2,888
+43% +$146K 0.03% 545
2022
Q1 		$343K Buy
6,777
+44
+0.7% +$2.23K 0.02% 674
2021
Q4 		$344K Hold
6,733
– – 0.02% 689
2021
Q3 		$344K Hold
6,733
– – 0.02% 676
2021
Q2 		$344K Sell
6,733
-927
-12% -$47.3K 0.02% 647
2021
Q1 		$391K Sell
7,660
-10,937
-59% -$558K 0.03% 555
2020
Q4 		$949K Buy
18,597
+1,812
+11% +$92.4K 0.07% 321
2020
Q3 		$856K Buy
16,785
+3,515
+26% +$179K 0.07% 283
2020
Q2 		$676K Buy
+13,270
New +$674K 0.07% 302

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

Mutual Advisors's JMST Position: Q1 2026 in Review

Mutual Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.5% in Q1 2026, buying an estimated $214K and bringing the position to 96,241 shares worth $4.91M. The position accounts for 0.11% of the portfolio, ranked #193.

Mutual Advisors first reported a position in JMST in Q2 2020 and has held it in 24 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Mutual Advisors held 96,241 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.91M as of Q1 2026.
  • Mutual Advisors bought 4,185 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $214K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #193 holding.
  • Mutual Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 24 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.