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Oakwell Private Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Oakwell Private 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
Q1 		$536K Sell
10,514
-19,051
-64% -$972K 0.1% 54
2025
Q4 		$1.51M Hold
29,565
– – 0.28% 36
2025
Q3 		$1.51M Hold
29,565
– – 0.3% 34
2025
Q2 		$1.51M Buy
+29,565
New +$1.5M 0.35% 28

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

Oakwell Private Wealth Management's JMST Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 64% in Q1 2026, selling an estimated $972K and leaving 10,514 shares worth $536K. The position accounts for 0.1% of the portfolio, ranked #54.

Oakwell Private Wealth Management first reported a position in JMST in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q3 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Oakwell Private Wealth Management held 10,514 shares of JPMorgan Ultra-Short Municipal Income ETF worth $536K as of Q1 2026.
  • Oakwell Private Wealth Management sold 19,051 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $972K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Oakwell Private Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Oakwell Private Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.51M in Q3 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.