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Safe Harbor Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Safe Harbor 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
2025
Q4 		$725K Buy
+14,181
New +$722K 0.7% 24

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Safe Harbor Wealth Advisors's JMST Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025: 14,181 shares worth $725K. The stake represents 0.7% of the portfolio and ranks #24 among its holdings.

547 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Safe Harbor Wealth Advisors held 14,181 shares of JPMorgan Ultra-Short Municipal Income ETF worth $725K as of Q4 2025.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.7% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #24 holding.
  • 547 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.