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Principia Wealth Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		– Sell
-1,859
Closed -$94.9K – 1031
2025
Q3 		$94.9K Hold
1,859
– – 0.07% 98
2025
Q2 		$94.7K Hold
1,859
– – 0.08% 90
2025
Q1 		$94.1K Buy
+1,859
New +$94.5K 0.09% 72

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Principia Wealth Advisory's JMST Position: Q4 2025 in Review

Principia Wealth Advisory sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 1,859 shares — an estimated $94.9K sold.

Principia Wealth Advisory first reported a position in JMST in Q1 2025 and held it in 3 quarters. The position peaked at $94.9K in Q3 2025. 547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Principia Wealth Advisory reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 1,859 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $94.9K.
  • Principia Wealth Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 3 quarters.
  • Principia Wealth Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $94.9K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.