Principal Securities’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Principal Securities’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	$633K	Sell	12,412 -13,983	-53%	-$714K	0.01%	886
2025 Q4	$1.34M	Buy	26,395 +15,179	+135%	+$773K	0.02%	608
2025 Q3	$572K	Buy	11,216 +285	+3%	+$14.5K	0.01%	866
2025 Q2	$557K	Buy	10,931 +2,563	+31%	+$130K	0.01%	817
2025 Q1	$424K	Hold	8,368	–	–	0.01%	836
2024 Q4	$424K	Sell	8,368 -9,000	-52%	-$457K	0.01%	832
2024 Q3	$885K	Buy	17,368 +11,878	+216%	+$604K	0.02%	562
2024 Q2	$279K	Sell	5,490 -4,333	-44%	-$219K	0.01%	912
2024 Q1	$498K	Sell	9,823 -140	-1%	-$7.1K	0.02%	669
2023 Q4	$506K	Buy	+9,963	New	+$504K	0.02%	597

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

Principal Securities's JMST Position: Q1 2026 in Review

Principal Securities reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 53% in Q1 2026, selling an estimated $714K and leaving 12,412 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #886.

Principal Securities first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Principal Securities held 12,412 shares of JPMorgan Ultra-Short Municipal Income ETF worth $633K as of Q1 2026.
Principal Securities sold 13,983 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $714K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #886 holding.
Principal Securities first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.34M in Q4 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.