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Requisite Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Requisite Capital Management’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
-6,000
Closed -$306K – 260
2025
Q3 		$306K Sell
6,000
-3,545
-37% -$181K 0.05% 211
2025
Q2 		$486K Buy
+9,545
New +$484K 0.11% 47
2024
Q3 		– Sell
-50,667
Closed -$2.57M – 89
2024
Q2 		$2.57M Sell
50,667
-4,828
-9% -$245K 0.58% 15
2024
Q1 		$2.82M Sell
55,495
-5,519
-9% -$280K 0.61% 15
2023
Q4 		$3.1M Sell
61,014
-4,889
-7% -$247K 0.78% 15
2023
Q3 		$3.32M Sell
65,903
-269
-0.4% -$13.6K 0.84% 12
2023
Q2 		$3.35M Buy
66,172
+1,252
+2% +$63.4K 0.85% 13
2023
Q1 		$3.3M Sell
64,920
-509
-0.8% -$25.8K 1.02% 8
2022
Q4 		$3.31M Sell
65,429
-59,973
-48% -$3.02M 1.06% 9
2022
Q3 		$6.31M Sell
125,402
-27,610
-18% -$1.4M 2.13% 7
2022
Q2 		$7.75M Buy
153,012
+56,255
+58% +$2.84M 2.57% 6
2022
Q1 		$4.9M Buy
96,757
+8,879
+10% +$451K 1.5% 9
2021
Q4 		$4.49M Sell
87,878
-12,495
-12% -$638K 1.39% 9
2021
Q3 		$5.13M Sell
100,373
-8,294
-8% -$424K 1.09% 12
2021
Q2 		$5.55M Sell
108,667
-4,818
-4% -$246K 0.96% 12
2021
Q1 		$5.79M Sell
113,485
-14,114
-11% -$720K 1.35% 11
2020
Q4 		$6.51M Sell
127,599
-80,137
-39% -$4.09M 2.06% 11
2020
Q3 		$10.6M Sell
207,736
-48,484
-19% -$2.47M 3.71% 9
2020
Q2 		$13.1M Buy
+256,220
New +$13M 5.01% 7

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Requisite Capital Management's JMST Position: Q4 2025 in Review

Requisite Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 6,000 shares — an estimated $306K sold.

Requisite Capital Management first reported a position in JMST in Q2 2020 and held it in 19 quarters. The position peaked at $13.1M in Q2 2020. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Requisite Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Requisite Capital Management sold 6,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $306K.
  • Requisite Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and held it in 19 quarters.
  • Requisite Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.1M in Q2 2020.
  • 546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Requisite Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.