Parsons Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Parsons Capital 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	$3.08M	Hold	60,435	–	–	0.14%	143
2025 Q4	$3.08M	Buy	60,435 +34,724	+135%	+$1.77M	0.17%	130
2025 Q3	$1.31M	Buy	+25,711	New	+$1.31M	0.07%	215
2024 Q1	–	Sell	-4,097	Closed	-$208K	–	445
2023 Q4	$208K	Sell	4,097 -198	-5%	-$10K	0.01%	414
2023 Q3	$217K	Hold	4,295	–	–	0.02%	397
2023 Q2	$218K	Hold	4,295	–	–	0.02%	406
2023 Q1	$218K	Sell	4,295 -725	-14%	-$36.7K	0.02%	396
2022 Q4	$254K	Sell	5,020 -4,987	-50%	-$252K	0.02%	379
2022 Q3	$503K	Buy	10,007 +2,892	+41%	+$146K	0.05%	271
2022 Q2	$360K	Hold	7,115	–	–	0.03%	329
2022 Q1	$360K	Hold	7,115	–	–	0.03%	345
2021 Q4	$363K	Buy	7,115 +1,125	+19%	+$57.4K	0.03%	352
2021 Q3	$306K	Buy	5,990 +2,000	+50%	+$102K	0.02%	370
2021 Q2	$204K	Buy	+3,990	New	+$204K	0.02%	407

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

Parsons Capital Management's JMST Position: Q1 2026 in Review

Parsons Capital Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q1 2026 at 60,435 shares worth $3.08M. The position accounts for 0.14% of the portfolio, ranked #143.

Parsons Capital Management first reported a position in JMST in Q2 2021 and has held it in 14 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Parsons Capital Management held 60,435 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.08M as of Q1 2026.
Parsons Capital Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q1 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Parsons Capital Management's portfolio in Q1 2026, its #143 holding.
Parsons Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 14 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.