Principle Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Principle Wealth Partners’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 Q2	$14.9M	Buy	291,500 +67,774	+30%	+$3.45M	0.73%	28
2026 Q1	$11.4M	Buy	223,726 +756	+0.3%	+$38.6K	0.65%	33
2025 Q4	$11.4M	Buy	222,970 +2,944	+1%	+$150K	0.64%	34
2025 Q3	$11.2M	Buy	220,026 +22,761	+12%	+$1.16M	0.65%	34
2025 Q2	$10M	Sell	197,265 -37,149	-16%	-$1.89M	0.63%	35
2025 Q1	$11.9M	Sell	234,414 -56,552	-19%	-$2.87M	0.85%	31
2024 Q4	$14.8M	Sell	290,966 -8,341	-3%	-$424K	1.04%	23
2024 Q3	$15.2M	Sell	299,307 -11,641	-4%	-$592K	1.08%	22
2024 Q2	$15.8M	Sell	310,948 -18,556	-6%	-$940K	1.2%	21
2024 Q1	$16.7M	Sell	329,504 -35,093	-10%	-$1.78M	1.31%	16
2023 Q4	$18.5M	Buy	364,597 +354,776	+3,612%	+$17.9M	1.59%	12
2023 Q3	$495K	Buy	9,821 +1,980	+25%	+$100K	0.05%	206
2023 Q2	$397K	Sell	7,841 -52	-0.7%	-$2.63K	0.04%	225
2023 Q1	$401K	Hold	7,893	–	–	0.04%	217
2022 Q4	$399K	Sell	7,893 -6,369	-45%	-$321K	0.05%	213
2022 Q3	$717	Sell	14,262 -9,200	-39%	-$465K	0.07%	148
2022 Q2	$1.19M	Sell	23,462 -38,938	-62%	-$1.97M	0.14%	118
2022 Q1	$3.16M	Sell	62,400 -12,066	-16%	-$613K	0.33%	70
2021 Q4	$3.8M	Hold	74,466	–	–	0.4%	56
2021 Q3	$3.8M	Sell	74,466 -4,181	-5%	-$214K	0.44%	53
2021 Q2	$4.01M	Buy	78,647 +1,510	+2%	+$77.1K	0.46%	49
2021 Q1	$3.94M	Buy	77,137 +722	+0.9%	+$36.9K	0.46%	50
2020 Q4	$3.9M	Buy	+76,415	New	+$3.9M	0.51%	39

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principle Wealth Partners's JMST Position: Q2 2026 in Review

Principle Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 30% in Q2 2026, buying an estimated $3.45M and bringing the position to 291,500 shares worth $14.9M. The position accounts for 0.73% of the portfolio, ranked #28.

Principle Wealth Partners first reported a position in JMST in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.5M in Q4 2023. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Principle Wealth Partners held 291,500 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14.9M as of Q2 2026.
Principle Wealth Partners bought 67,774 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.45M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.73% of Principle Wealth Partners's portfolio in Q2 2026, its #28 holding.
Principle Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 23 quarters since.
Principle Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $18.5M in Q4 2023.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.