SFG Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

SFG Wealth Management’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	$439K	Sell	8,613 -14,302	-62%	-$730K	0.18%	67
2025 Q4	$1.17M	Sell	22,915 -2,549	-10%	-$130K	0.46%	43
2025 Q3	$1.3M	Buy	+25,464	New	+$1.3M	0.56%	38
2025 Q1	–	Sell	-9,422	Closed	-$478K	–	123
2024 Q4	$478K	Sell	9,422 -9,687	-51%	-$492K	0.25%	57
2024 Q3	$973K	Buy	+19,109	New	+$971K	0.52%	34
2024 Q2	–	Sell	-4,322	Closed	-$219K	–	99
2024 Q1	$219K	Buy	+4,322	New	+$219K	0.13%	90
2023 Q3	–	Sell	-9,862	Closed	-$500K	–	102
2023 Q2	$500K	Buy	+9,862	New	+$499K	0.42%	43

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

SFG Wealth Management's JMST Position: Q1 2026 in Review

SFG Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 62% in Q1 2026, selling an estimated $730K and leaving 8,613 shares worth $439K. The position accounts for 0.18% of the portfolio, ranked #67.

SFG Wealth Management first reported a position in JMST in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.3M in Q3 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

SFG Wealth Management held 8,613 shares of JPMorgan Ultra-Short Municipal Income ETF worth $439K as of Q1 2026.
SFG Wealth Management sold 14,302 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $730K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.18% of SFG Wealth Management's portfolio in Q1 2026, its #67 holding.
SFG Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 7 quarters since.
SFG Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.3M in Q3 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.