Sigma Planning Corp’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sigma Planning Corp’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	$3.24M	Buy	63,639 +2,310	+4%	+$118K	0.09%	241
2025 Q4	$3.12M	Buy	61,329 +1,648	+3%	+$84K	0.09%	243
2025 Q3	$3.05M	Buy	59,681 +13,910	+30%	+$709K	0.09%	240
2025 Q2	$2.33M	Buy	45,771 +31,828	+228%	+$1.62M	0.07%	274
2025 Q1	$709K	Buy	13,943 +1,034	+8%	+$52.5K	0.02%	603
2024 Q4	$655K	Buy	12,909 +709	+6%	+$36K	0.02%	631
2024 Q3	$621K	Buy	12,200 +1,048	+9%	+$53.3K	0.02%	664
2024 Q2	$566K	Buy	11,152 +4,642	+71%	+$235K	0.02%	681
2024 Q1	$330K	Buy	+6,510	New	+$330K	0.01%	912
2023 Q4	–	Sell	-4,708	Closed	-$238K	–	1030
2023 Q3	$238K	Buy	+4,708	New	+$238K	0.01%	1016
2023 Q2	–	Sell	-9,264	Closed	-$471K	–	1292
2023 Q1	$471K	Sell	9,264 -9,337	-50%	-$473K	0.02%	823
2022 Q4	$940K	Buy	18,601 +12,153	+188%	+$613K	0.03%	501
2022 Q3	$324K	Buy	+6,448	New	+$326K	0.01%	919

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

Sigma Planning Corp's JMST Position: Q1 2026 in Review

Sigma Planning Corp increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.8% in Q1 2026, buying an estimated $118K and bringing the position to 63,639 shares worth $3.24M. The position accounts for 0.09% of the portfolio, ranked #241.

Sigma Planning Corp first reported a position in JMST in Q3 2022 and has held it in 13 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Sigma Planning Corp held 63,639 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.24M as of Q1 2026.
Sigma Planning Corp bought 2,310 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $118K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #241 holding.
Sigma Planning Corp first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 13 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.