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ORG Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

ORG Partners’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 		$497K Buy
9,759
+1,151
+13% +$58.6K 0.09% 200
2025
Q3 		$439K Buy
8,608
+824
+11% +$42K 0.08% 210
2025
Q2 		$396K Buy
+7,784
New +$395K 0.08% 210

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ORG Partners's JMST Position: Q4 2025 in Review

ORG Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q4 2025, buying an estimated $58.6K and bringing the position to 9,759 shares worth $497K. The position accounts for 0.09% of the portfolio, ranked #200.

ORG Partners first reported a position in JMST in Q2 2025 and has held it in 3 quarters since. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • ORG Partners held 9,759 shares of JPMorgan Ultra-Short Municipal Income ETF worth $497K as of Q4 2025.
  • ORG Partners bought 1,151 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $58.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of ORG Partners's portfolio in Q4 2025, its #200 holding.
  • ORG Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.