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

Phoenix 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	$10.4M	Buy	204,966 +18,068	+10%	+$922K	4.13%	4
2025 Q4	$9.52M	Buy	186,898 +2,200	+1%	+$112K	3.66%	5
2025 Q3	$9.43M	Buy	184,698 +2,052	+1%	+$105K	3.62%	5
2025 Q2	$9.3M	Buy	182,646 +2,013	+1%	+$102K	3.89%	5
2025 Q1	$9.19M	Sell	180,633 -1,764	-1%	-$89.6K	4%	2
2024 Q4	$9.25M	Sell	182,397 -1,905	-1%	-$96.8K	4.01%	2
2024 Q3	$9.39M	Buy	+184,302	New	+$9.37M	4.36%	2

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

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

Phoenix Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.7% in Q1 2026, buying an estimated $922K and bringing the position to 204,966 shares worth $10.4M. The position accounts for 4.13% of the portfolio, ranked #4.

Phoenix Wealth Advisors 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.

Phoenix Wealth Advisors held 204,966 shares of JPMorgan Ultra-Short Municipal Income ETF worth $10.4M as of Q1 2026.
Phoenix Wealth Advisors bought 18,068 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $922K.
JPMorgan Ultra-Short Municipal Income ETF made up 4.13% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Phoenix Wealth Advisors 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 Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.