PGFC
JMST icon

Peapack-Gladstone Financial Corp’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Peapack-Gladstone Financial Corp’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 		$461K Sell
9,045
-5,356
-37% -$273K 0.01% 516
2025
Q4 		$734K Sell
14,401
-344
-2% -$17.5K 0.01% 436
2025
Q3 		$753K Sell
14,745
-1,042
-7% -$53.1K 0.01% 434
2025
Q2 		$804K Buy
15,787
+6,547
+71% +$332K 0.01% 419
2025
Q1 		$470K Sell
9,240
-48,897
-84% -$2.48M 0.01% 488
2024
Q4 		$2.95M Sell
58,137
-2,660
-4% -$135K 0.04% 278
2024
Q3 		$3.1M Sell
60,797
-1,950
-3% -$99.1K 0.04% 284
2024
Q2 		$3.18M Buy
62,747
+2,652
+4% +$134K 0.05% 268
2024
Q1 		$3.05M Buy
60,095
+4,530
+8% +$230K 0.05% 272
2023
Q4 		$2.82M Buy
55,565
+3,540
+7% +$179K 0.05% 270
2023
Q3 		$2.63M Sell
52,025
-7,805
-13% -$394K 0.05% 267
2023
Q2 		$3.03M Sell
59,830
-890
-1% -$45K 0.05% 258
2023
Q1 		$3.08M Buy
60,720
+500
+0.8% +$25.3K 0.06% 256
2022
Q4 		$3.04M Buy
60,220
+1,365
+2% +$68.8K 0.06% 258
2022
Q3 		$2.96M Sell
58,855
-5,405
-8% -$273K 0.06% 251
2022
Q2 		$3.25M Sell
64,260
-3,961
-6% -$200K 0.07% 225
2022
Q1 		$3.46M Hold
68,221
– – 0.07% 229
2021
Q4 		$3.48M Buy
68,221
+8,225
+14% +$420K 0.07% 228
2021
Q3 		$3.06M Buy
59,996
+9,185
+18% +$469K 0.06% 228
2021
Q2 		$2.59M Sell
50,811
-12,354
-20% -$631K 0.06% 227
2021
Q1 		$3.22M Buy
63,165
+48,950
+344% +$2.5M 0.08% 191
2020
Q4 		$726K Buy
+14,215
New +$725K 0.02% 276

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

Peapack-Gladstone Financial Corp's JMST Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 37% in Q1 2026, selling an estimated $273K and leaving 9,045 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #516.

Peapack-Gladstone Financial Corp first reported a position in JMST in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.48M in Q4 2021. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 9,045 shares of JPMorgan Ultra-Short Municipal Income ETF worth $461K as of Q1 2026.
  • Peapack-Gladstone Financial Corp sold 5,356 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $273K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #516 holding.
  • Peapack-Gladstone Financial Corp first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 22 quarters since.
  • Peapack-Gladstone Financial Corp's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.48M in Q4 2021.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.