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

&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
2026
Q1 		$2.27M Buy
44,483
+1,189
+3% +$60.7K 0.01% 851
2025
Q4 		$2.21M Buy
43,294
+3,919
+10% +$200K 0.01% 813
2025
Q3 		$2.01M Buy
39,375
+2,099
+6% +$107K 0.01% 750
2025
Q2 		$1.94M Buy
37,276
+15,266
+69% +$775K 0.01% 681
2025
Q1 		$1.12M Buy
22,010
+2,029
+10% +$103K 0.01% 778
2024
Q4 		$1.01M Buy
19,981
+669
+3% +$34K 0.01% 761
2024
Q3 		$984K Buy
+19,312
New +$982K 0.02% 575

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

&Partners's JMST Position: Q1 2026 in Review

&Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.7% in Q1 2026, buying an estimated $60.7K and bringing the position to 44,483 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #851.

&Partners first reported a position in JMST in Q3 2024 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • &Partners held 44,483 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.27M as of Q1 2026.
  • &Partners bought 1,189 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $60.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #851 holding.
  • &Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.