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

Robinson Smith 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	$3.51M	Sell	68,869 -6,363	-8%	-$325K	2.38%	10
2025 Q4	$3.83M	Sell	75,232 -1,841	-2%	-$93.8K	2.62%	10
2025 Q3	$3.93M	Buy	77,073 +17,772	+30%	+$906K	2.82%	9
2025 Q2	$3.02M	Buy	59,301 +7,563	+15%	+$384K	2.41%	12
2025 Q1	$2.63M	Buy	51,738 +1,888	+4%	+$95.9K	2.2%	11
2024 Q4	$2.53M	Buy	49,850 +4,381	+10%	+$223K	2.14%	12
2024 Q3	$2.32M	Buy	45,469 +6,734	+17%	+$342K	1.97%	12
2024 Q2	$1.97M	Buy	38,735 +1,939	+5%	+$98.2K	1.73%	12
2024 Q1	$1.87M	Buy	36,796 +2,241	+6%	+$114K	1.79%	12
2023 Q4	$1.75M	Buy	+34,555	New	+$1.75M	1.72%	14

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

Robinson Smith Wealth Advisors's JMST Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.5% in Q1 2026, selling an estimated $325K and leaving 68,869 shares worth $3.51M. The position accounts for 2.38% of the portfolio, ranked #10.

Robinson Smith Wealth Advisors first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.93M in Q3 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Robinson Smith Wealth Advisors held 68,869 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.51M as of Q1 2026.
Robinson Smith Wealth Advisors sold 6,363 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $325K.
JPMorgan Ultra-Short Municipal Income ETF made up 2.38% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Robinson Smith Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.93M in Q3 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.