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NWAM LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

NWAM LLC’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
2025
Q4 		– Sell
-31,339
Closed -$1.6M – 660
2025
Q3 		$1.6M Sell
31,339
-14,179
-31% -$723K 0.09% 215
2025
Q2 		$2.32M Buy
45,518
+35,389
+349% +$1.8M 0.13% 157
2025
Q1 		$515K Sell
10,129
-1,582
-14% -$80.4K 0.04% 309
2024
Q4 		$594K Sell
11,711
-1,822
-13% -$92.5K 0.04% 344
2024
Q3 		$689K Buy
13,533
+5,380
+66% +$273K 0.04% 323
2024
Q2 		$414K Sell
8,153
-2,130
-21% -$108K 0.12% 93
2024
Q1 		$521K Sell
10,283
-10,394
-50% -$527K 0.04% 326
2023
Q4 		$1.05M Sell
20,677
-9,973
-33% -$504K 0.08% 221
2023
Q3 		$1.55M Buy
30,650
+14,479
+90% +$732K 0.16% 131
2023
Q2 		$819K Sell
16,171
-47,246
-75% -$2.39M 0.07% 252
2023
Q1 		$3.22M Sell
63,417
-1,831
-3% -$92.7K 0.33% 84
2022
Q4 		$3.3M Sell
65,248
-11,724
-15% -$591K 0.29% 97
2022
Q3 		$3.87M Buy
+76,972
New +$3.89M 0.37% 63
2022
Q2 		– Sell
-5,454
Closed -$276K – 537
2022
Q1 		$276K Sell
5,454
-1,958
-26% -$99.5K 0.02% 441
2021
Q4 		$378K Buy
7,412
+2
+0% +$102 0.03% 371
2021
Q3 		$378K Sell
7,410
-39
-0.5% -$1.99K 0.03% 368
2021
Q2 		$380K Sell
7,449
-1,998
-21% -$102K 0.04% 346
2021
Q1 		$482K Buy
9,447
+2,558
+37% +$131K 0.05% 308
2020
Q4 		$352K Buy
+6,889
New +$351K 0.04% 321
2020
Q3 		– Sell
-3,968
Closed -$202K – 338
2020
Q2 		$202K Buy
+3,968
New +$201K 0.03% 381

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

NWAM LLC's JMST Position: Q4 2025 in Review

NWAM LLC sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 31,339 shares — an estimated $1.6M sold.

NWAM LLC first reported a position in JMST in Q2 2020 and held it in 20 quarters. The position peaked at $3.87M in Q3 2022. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • NWAM LLC reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 31,339 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $1.6M.
  • NWAM LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 20 quarters.
  • NWAM LLC's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.87M in Q3 2022.
  • 547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.