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

Sandbox 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 		$3.12M Buy
61,103
+2,530
+4% +$129K 0.88% 29
2025
Q4 		$2.98M Buy
58,573
+1,329
+2% +$67.7K 0.83% 30
2025
Q3 		$2.92M Buy
57,244
+2,115
+4% +$108K 0.84% 27
2025
Q2 		$2.81M Buy
55,129
+5,940
+12% +$301K 0.89% 25
2025
Q1 		$2.5M Buy
49,189
+1,304
+3% +$66.3K 0.88% 28
2024
Q4 		$2.43M Sell
47,885
-1,998
-4% -$101K 0.81% 29
2024
Q3 		$2.54M Buy
49,883
+1,783
+4% +$90.6K 0.9% 25
2024
Q2 		$2.44M Buy
48,100
+835
+2% +$42.3K 0.94% 25
2024
Q1 		$2.4M Buy
47,265
+871
+2% +$44.2K 1.01% 23
2023
Q4 		$2.35M Sell
46,394
-12
-0% -$607 1.1% 19
2023
Q3 		$2.34M Sell
46,406
-779
-2% -$39.4K 1.24% 17
2023
Q2 		$2.39M Sell
47,185
-571
-1% -$28.9K 1.25% 15
2023
Q1 		$2.43M Buy
47,756
+1,454
+3% +$73.6K 1.46% 14
2022
Q4 		$2.34M Buy
46,302
+4,530
+11% +$228K 1.62% 14
2022
Q3 		$2.1M Buy
41,772
+4,163
+11% +$210K 1.54% 13
2022
Q2 		$1.91M Sell
37,609
-278
-0.7% -$14.1K 1.36% 16
2022
Q1 		$1.92M Buy
37,887
+542
+1% +$27.5K 1.1% 18
2021
Q4 		$1.91M Sell
37,345
-7,075
-16% -$361K 1.2% 15
2021
Q3 		$2.27M Sell
44,420
-10,944
-20% -$559K 1.62% 11
2021
Q2 		$2.83M Buy
55,364
+7,150
+15% +$365K 2.1% 9
2021
Q1 		$2.46M Buy
48,214
+9,065
+23% +$463K 2.01% 10
2020
Q4 		$2M Buy
+39,149
New +$2M 1.82% 11

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 $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
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

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

Sandbox Financial Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.3% in Q1 2026, buying an estimated $129K and bringing the position to 61,103 shares worth $3.12M. The position accounts for 0.88% of the portfolio, ranked #29.

Sandbox Financial Partners first reported a position in JMST in Q4 2020 and has held it in 22 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Sandbox Financial Partners held 61,103 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.12M as of Q1 2026.
  • Sandbox Financial Partners bought 2,530 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $129K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.88% of Sandbox Financial Partners's portfolio in Q1 2026, its #29 holding.
  • Sandbox Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 22 quarters since.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.