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Smith, Moore & Co’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Smith, Moore & Co’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 		– Sell
-4,605
Closed -$235K – 543
2025
Q3 		$235K Buy
+4,605
New +$235K 0.02% 470

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 $1.37T AUM 24.88% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.9T AUM 41.92% 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

Smith, Moore & Co's JMST Position: Q4 2025 in Review

Smith, Moore & Co sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 4,605 shares — an estimated $235K sold.

Smith, Moore & Co first reported a position in JMST in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Smith, Moore & Co reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 4,605 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $235K.
  • Smith, Moore & Co first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and held it in 1 quarter.
  • Smith, Moore & Co's JPMorgan Ultra-Short Municipal Income ETF position peaked at $235K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Smith, Moore & Co's 13F filing for Q4 2025, filed 23 Jan 2026.