Occidental Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Occidental Asset 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	$492K	Buy	+9,656	New	+$493K	0.06%	164

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Occidental Asset Management's JMST Position: Q1 2026 in Review

Occidental Asset Management opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026: 9,656 shares worth $492K. The stake represents 0.06% of the portfolio and ranks #164 among its holdings.

551 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Occidental Asset Management held 9,656 shares of JPMorgan Ultra-Short Municipal Income ETF worth $492K as of Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Occidental Asset Management position in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Occidental Asset Management's portfolio in Q1 2026, its #164 holding.
551 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.