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Opal Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Opal Wealth 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 		$11.1M Buy
217,995
+9,547
+5% +$487K 2.51% 6
2025
Q4 		$10.6M Buy
208,448
+2,735
+1% +$139K 2.77% 6
2025
Q3 		$10.5M Buy
205,713
+16,016
+8% +$816K 2.92% 6
2025
Q2 		$9.66M Sell
189,697
-3,736
-2% -$190K 2.68% 6
2025
Q1 		$9.84M Buy
193,433
+33,079
+21% +$1.68M 3.03% 6
2024
Q4 		$8.13M Sell
160,354
-4,453
-3% -$226K 2.44% 8
2024
Q3 		$8.4M Buy
164,807
+14,460
+10% +$735K 2.63% 9
2024
Q2 		$7.63M Buy
150,347
+5,580
+4% +$283K 2.45% 8
2024
Q1 		$7.35M Buy
144,767
+17,342
+14% +$880K 2.49% 9
2023
Q4 		$6.47M Buy
127,425
+16,978
+15% +$858K 2.55% 11
2023
Q3 		$5.57M Buy
+110,447
New +$5.58M 3.26% 6
2023
Q1 		– Sell
-5,850
Closed -$296K – 131
2022
Q4 		$296K Buy
+5,850
New +$295K 0.16% 82
2022
Q1 		– Sell
-57,939
Closed -$2.96M – 121
2021
Q4 		$2.96M Buy
+57,939
New +$2.96M 1.87% 11

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

Opal Wealth Advisors's JMST Position: Q1 2026 in Review

Opal Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.6% in Q1 2026, buying an estimated $487K and bringing the position to 217,995 shares worth $11.1M. The position accounts for 2.51% of the portfolio, ranked #6.

Opal Wealth Advisors first reported a position in JMST in Q4 2021 and has held it in 13 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Opal Wealth Advisors held 217,995 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.1M as of Q1 2026.
  • Opal Wealth Advisors bought 9,547 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $487K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 2.51% of Opal Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Opal Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 13 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.