N.E.W. Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-424	Closed	-$21.6K	–	937
2025 Q4	$21.6K	Hold	424	–	–	﹤0.01%	493
2025 Q3	$21.6K	Hold	424	–	–	﹤0.01%	453
2025 Q2	$21.6K	Hold	424	–	–	﹤0.01%	445
2025 Q1	$21.6K	Buy	+424	New	+$21.5K	﹤0.01%	482
2022 Q3	–	Sell	-4,879	Closed	-$247K	–	130
2022 Q2	$247K	Buy	+4,879	New	+$247K	0.04%	114
2022 Q1	–	Sell	-7,600	Closed	-$388K	–	151
2021 Q4	$388K	Hold	7,600	–	–	0.06%	97
2021 Q3	$388K	Hold	7,600	–	–	0.06%	95
2021 Q2	$388K	Buy	+7,600	New	+$388K	0.06%	95

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

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

N.E.W. Advisory Services's JMST Position: Q1 2026 in Review

N.E.W. Advisory Services sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 424 shares — an estimated $21.6K sold.

N.E.W. Advisory Services first reported a position in JMST in Q2 2021 and held it in 8 quarters. The position peaked at $388K in Q4 2021. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

N.E.W. Advisory Services reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 424 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $21.6K.
N.E.W. Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 8 quarters.
N.E.W. Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $388K in Q4 2021.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.