Northwestern Mutual Wealth Management
JMST icon

Northwestern Mutual Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		$195M Sell
3,833,193
-42,651
-1% -$2.17M 0.1% 108
2026
Q1 		$198M Sell
3,875,844
-97,284
-2% -$4.97M 0.12% 86
2025
Q4 		$202M Buy
3,973,128
+192,499
+5% +$9.81M 0.13% 85
2025
Q3 		$193M Buy
3,780,629
+168,124
+5% +$8.57M 0.13% 81
2025
Q2 		$184M Buy
3,612,505
+464,869
+15% +$23.6M 0.13% 79
2025
Q1 		$160M Buy
3,147,636
+748,311
+31% +$38M 0.13% 77
2024
Q4 		$122M Buy
2,399,325
+482,904
+25% +$24.5M 0.1% 93
2024
Q3 		$97.6M Buy
1,916,421
+172,076
+10% +$8.75M 0.09% 108
2024
Q2 		$88.5M Buy
1,744,345
+67,868
+4% +$3.44M 0.09% 108
2024
Q1 		$85.1M Sell
1,676,477
-108,186
-6% -$5.49M 0.09% 108
2023
Q4 		$90.6M Buy
1,784,663
+185,992
+12% +$9.4M 0.1% 94
2023
Q3 		$80.7M Sell
1,598,671
-243,447
-13% -$12.3M 0.1% 93
2023
Q2 		$93.3M Sell
1,842,118
-157,996
-8% -$8M 0.12% 81
2023
Q1 		$102M Sell
2,000,114
-494,080
-20% -$25M 0.14% 69
2022
Q4 		$126M Buy
2,494,194
+1,085,305
+77% +$54.7M 0.19% 57
2022
Q3 		$70.9M Buy
1,408,889
+455,785
+48% +$23M 0.12% 82
2022
Q2 		$48.3M Buy
953,104
+560,260
+143% +$28.3M 0.08% 120
2022
Q1 		$19.9M Buy
392,844
+386,548
+6,140% +$19.6M 0.03% 221
2021
Q4 		$321K Buy
6,296
+3,403
+118% +$174K ﹤0.01% 1253
2021
Q3 		$148K Hold
2,893
– – ﹤0.01% 1460
2021
Q2 		$148K Buy
+2,893
New +$148K ﹤0.01% 1443

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Northwestern Mutual Wealth Management's JMST Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.1% in Q2 2026, selling an estimated $2.17M and leaving 3,833,193 shares worth $195M. The position accounts for 0.1% of the portfolio, ranked #108.

Northwestern Mutual Wealth Management first reported a position in JMST in Q2 2021 and has held it in 21 quarters since. The position peaked at $202M in Q4 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Northwestern Mutual Wealth Management held 3,833,193 shares of JPMorgan Ultra-Short Municipal Income ETF worth $195M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 42,651 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.17M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $202M in Q4 2025.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.