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Old Port Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Old Port Advisors’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 		$664K Buy
13,027
+758
+6% +$38.7K 0.15% 141
2025
Q4 		$625K Buy
12,269
+6,232
+103% +$317K 0.15% 142
2025
Q3 		$308K Buy
+6,037
New +$308K 0.08% 188

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

Old Port Advisors's JMST Position: Q1 2026 in Review

Old Port Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.2% in Q1 2026, buying an estimated $38.7K and bringing the position to 13,027 shares worth $664K. The position accounts for 0.15% of the portfolio, ranked #141.

Old Port Advisors first reported a position in JMST in Q3 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Old Port Advisors held 13,027 shares of JPMorgan Ultra-Short Municipal Income ETF worth $664K as of Q1 2026.
  • Old Port Advisors bought 758 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $38.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.15% of Old Port Advisors's portfolio in Q1 2026, its #141 holding.
  • Old Port Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.