Ruggaard & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Ruggaard & Associates’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	$656K	Buy	12,870 +1,950	+18%	+$99.5K	0.26%	58
2025 Q4	$556K	Hold	10,920	–	–	0.22%	64
2025 Q3	$557K	Buy	10,920 +340	+3%	+$17.3K	0.21%	61
2025 Q2	$539K	Hold	10,580	–	–	0.22%	59
2025 Q1	$538K	Buy	10,580 +2,480	+31%	+$126K	0.24%	57
2024 Q4	$411K	Hold	8,100	–	–	0.18%	73
2024 Q3	$413K	Buy	8,100 +1,100	+16%	+$55.9K	0.18%	74
2024 Q2	$355K	Hold	7,000	–	–	0.16%	83
2024 Q1	$355K	Hold	7,000	–	–	0.17%	82
2023 Q4	$355K	Hold	7,000	–	–	0.19%	74
2023 Q3	$353K	Buy	+7,000	New	+$354K	0.21%	73

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

Ruggaard & Associates's JMST Position: Q1 2026 in Review

Ruggaard & Associates increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 18% in Q1 2026, buying an estimated $99.5K and bringing the position to 12,870 shares worth $656K. The position accounts for 0.26% of the portfolio, ranked #58.

Ruggaard & Associates first reported a position in JMST in Q3 2023 and has held it in 11 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Ruggaard & Associates held 12,870 shares of JPMorgan Ultra-Short Municipal Income ETF worth $656K as of Q1 2026.
Ruggaard & Associates bought 1,950 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $99.5K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.26% of Ruggaard & Associates's portfolio in Q1 2026, its #58 holding.
Ruggaard & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and has held it in 11 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.