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Sagespring Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sagespring Wealth 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 		$3.77M Buy
73,927
+19,325
+35% +$986K 0.07% 137
2025
Q4 		$2.78M Buy
+54,602
New +$2.78M 0.05% 160
2025
Q2 		– Sell
-9,805
Closed -$499K – 728
2025
Q1 		$499K Buy
9,805
+71
+0.7% +$3.61K 0.01% 394
2024
Q4 		$494K Buy
+9,734
New +$494K 0.01% 352

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Sagespring Wealth Partners's JMST Position: Q1 2026 in Review

Sagespring Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 35% in Q1 2026, buying an estimated $986K and bringing the position to 73,927 shares worth $3.77M. The position accounts for 0.07% of the portfolio, ranked #137.

Sagespring Wealth Partners first reported a position in JMST in Q4 2024 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Sagespring Wealth Partners held 73,927 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.77M as of Q1 2026.
  • Sagespring Wealth Partners bought 19,325 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $986K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Sagespring Wealth Partners's portfolio in Q1 2026, its #137 holding.
  • Sagespring Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.