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NewSquare Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

NewSquare Capital’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 		$1.26M Buy
24,785
+1,012
+4% +$51.7K 0.11% 131
2025
Q4 		$1.21M Sell
23,773
-3,214
-12% -$164K 0.11% 126
2025
Q3 		$1.38M Buy
26,987
+1,442
+6% +$73.5K 0.09% 126
2025
Q2 		$1.3M Buy
25,545
+430
+2% +$21.8K 0.1% 119
2025
Q1 		$1.28M Buy
25,115
+2,829
+13% +$144K 0.1% 117
2024
Q4 		$1.13M Sell
22,286
-1,138
-5% -$57.8K 0.09% 117
2024
Q3 		$1.19M Sell
23,424
-1,951
-8% -$99.2K 0.1% 117
2024
Q2 		$1.29M Sell
25,375
-4,900
-16% -$248K 0.11% 110
2024
Q1 		$1.54M Sell
30,275
-765
-2% -$38.8K 0.14% 108
2023
Q4 		$1.57M Sell
31,040
-418
-1% -$21.1K 0.15% 111
2023
Q3 		$1.59M Sell
31,458
-1,670
-5% -$84.4K 0.17% 106
2023
Q2 		$1.68M Sell
33,128
-35
-0.1% -$1.77K 0.17% 110
2023
Q1 		$1.68M Sell
33,163
-535
-2% -$27.1K 0.2% 112
2022
Q4 		$1.7M Buy
33,698
+415
+1% +$20.9K 0.21% 107
2022
Q3 		$1.67M Buy
33,283
+15,853
+91% +$801K 0.21% 106
2022
Q2 		$883K Buy
+17,430
New +$881K 0.11% 118

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

NewSquare Capital's JMST Position: Q1 2026 in Review

NewSquare Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.3% in Q1 2026, buying an estimated $51.7K and bringing the position to 24,785 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #131.

NewSquare Capital first reported a position in JMST in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q4 2022. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • NewSquare Capital held 24,785 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.26M as of Q1 2026.
  • NewSquare Capital bought 1,012 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $51.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of NewSquare Capital's portfolio in Q1 2026, its #131 holding.
  • NewSquare Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 16 quarters since.
  • NewSquare Capital's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.7M in Q4 2022.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.