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Perigon Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Perigon Wealth 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 		$3.22M Buy
63,199
+18,505
+41% +$945K 0.06% 283
2025
Q4 		$2.28M Buy
44,694
+1,291
+3% +$65.8K 0.04% 338
2025
Q3 		$2.22M Sell
43,403
-31,179
-42% -$1.59M 0.05% 333
2025
Q2 		$3.8M Sell
74,582
-130,939
-64% -$6.65M 0.09% 227
2025
Q1 		$10.5M Buy
205,521
+126,497
+160% +$6.43M 0.27% 84
2024
Q4 		$4.01M Sell
79,024
-1,308
-2% -$66.4K 0.1% 196
2024
Q3 		$4.09M Sell
80,332
-14,305
-15% -$727K 0.11% 176
2024
Q2 		$4.8M Buy
94,637
+2,813
+3% +$142K 0.14% 145
2024
Q1 		$4.66M Buy
91,824
+1,435
+2% +$72.8K 0.14% 150
2023
Q4 		$4.59M Sell
90,389
-41,377
-31% -$2.09M 0.15% 140
2023
Q3 		$6.65M Buy
131,766
+56,949
+76% +$2.88M 0.27% 86
2023
Q2 		$3.79M Buy
74,817
+4,110
+6% +$208K 0.15% 142
2023
Q1 		$3.59M Buy
70,707
+147
+0.2% +$7.44K 0.2% 107
2022
Q4 		$3.57M Buy
70,560
+18,929
+37% +$955K 0.22% 107
2022
Q3 		$2.6M Buy
51,631
+872
+2% +$44.1K 0.22% 94
2022
Q2 		$2.57M Buy
50,759
+38,068
+300% +$1.92M 0.21% 98
2022
Q1 		$643K Hold
12,691
– – 0.05% 303
2021
Q4 		$648K Buy
12,691
+101
+0.8% +$5.16K 0.05% 286
2021
Q3 		$643K Buy
+12,590
New +$643K 0.06% 261

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

Perigon Wealth Management's JMST Position: Q1 2026 in Review

Perigon Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 41% in Q1 2026, buying an estimated $945K and bringing the position to 63,199 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #283.

Perigon Wealth Management first reported a position in JMST in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q1 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Perigon Wealth Management held 63,199 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.22M as of Q1 2026.
  • Perigon Wealth Management bought 18,505 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $945K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #283 holding.
  • Perigon Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Perigon Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $10.5M in Q1 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.