Root Financial Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Root Financial 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 Q1	$2M	Buy	39,321 +225	+0.6%	+$11.5K	0.09%	64
2025 Q4	$1.99M	Buy	39,096 +9,989	+34%	+$509K	0.1%	59
2025 Q3	$1.49M	Buy	29,107 +19,862	+215%	+$1.01M	0.09%	66
2025 Q2	$471K	Buy	9,245 +4,696	+103%	+$238K	0.05%	126
2025 Q1	$231K	Sell	4,549 -216	-5%	-$11K	0.02%	188
2024 Q4	$242K	Hold	4,765	–	–	0.03%	179
2024 Q3	$243K	Buy	+4,765	New	+$242K	0.04%	136

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 $2.09B AUM 20.07% 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

Root Financial Partners's JMST Position: Q1 2026 in Review

Root Financial Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.58% in Q1 2026, buying an estimated $11.5K and bringing the position to 39,321 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #64.

Root Financial Partners first reported a position in JMST in Q3 2024 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Root Financial Partners held 39,321 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2M as of Q1 2026.
Root Financial Partners bought 225 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $11.5K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Root Financial Partners's portfolio in Q1 2026, its #64 holding.
Root Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.