Philip James Wealth Mangement’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Philip James Wealth Mangement’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	$1.23M	Sell	24,064 -22,217	-48%	-$1.13M	0.14%	75
2025 Q4	$2.36M	Buy	46,281 +294	+0.6%	+$15K	0.27%	64
2025 Q3	$2.35M	Buy	45,987 +12,339	+37%	+$629K	0.27%	63
2025 Q2	$1.71M	Buy	33,648 +108	+0.3%	+$5.48K	0.22%	70
2025 Q1	$1.71M	Buy	33,540 +3,316	+11%	+$169K	0.21%	62
2024 Q4	$1.53M	Buy	30,224 +3,064	+11%	+$156K	0.2%	67
2024 Q3	$1.38M	Buy	27,160 +20,056	+282%	+$1.02M	0.17%	70
2024 Q2	$360K	Buy	+7,104	New	+$360K	0.24%	42

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

Philip James Wealth Mangement's JMST Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 48% in Q1 2026, selling an estimated $1.13M and leaving 24,064 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #75.

Philip James Wealth Mangement first reported a position in JMST in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Philip James Wealth Mangement held 24,064 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.23M as of Q1 2026.
Philip James Wealth Mangement sold 22,217 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.13M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Philip James Wealth Mangement's portfolio in Q1 2026, its #75 holding.
Philip James Wealth Mangement first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.36M in Q4 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.