Peterson Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Peterson Wealth Advisors’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	$1.22M	Sell	23,991 -1,390	-5%	-$70.9K	0.16%	35
2025 Q4	$1.29M	Sell	25,381 -2,585	-9%	-$132K	0.17%	36
2025 Q3	$1.42M	Sell	27,966 -50	-0.2%	-$2.55K	0.21%	36
2025 Q2	$1.43M	Buy	28,016 +16,497	+143%	+$837K	0.24%	36
2025 Q1	$583K	Buy	11,519 +597	+5%	+$30.3K	0.11%	51
2024 Q4	$554K	Sell	10,922 -2,027	-16%	-$103K	0.1%	51
2024 Q3	$660K	Buy	12,949 +4,869	+60%	+$248K	0.12%	43
2024 Q2	$410K	Buy	+8,080	New	+$409K	0.09%	52

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

Peterson Wealth Advisors's JMST Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.5% in Q1 2026, selling an estimated $70.9K and leaving 23,991 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #35.

Peterson Wealth Advisors first reported a position in JMST in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Peterson Wealth Advisors held 23,991 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.22M as of Q1 2026.
Peterson Wealth Advisors sold 1,390 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $70.9K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.16% of Peterson Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
Peterson Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.43M in Q2 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.