SOL Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

SOL Capital 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	–	Sell	-119,865	Closed	-$6.11M	–	186
2025 Q4	$6.11M	Buy	119,865 +355	+0.3%	+$18.1K	0.55%	48
2025 Q3	$6.1M	Sell	119,510 -850	-0.7%	-$43.3K	0.55%	50
2025 Q2	$6.13M	Buy	120,360 +10,995	+10%	+$558K	0.59%	43
2025 Q1	$5.56M	Buy	109,365 +22,475	+26%	+$1.14M	0.61%	42
2024 Q4	$4.41M	Buy	86,890 +37,290	+75%	+$1.89M	0.49%	55
2024 Q3	$2.53M	Buy	+49,600	New	+$2.52M	0.28%	100

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 $2.09B AUM 20.07% 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

SOL Capital Management's JMST Position: Q1 2026 in Review

SOL Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 119,865 shares — an estimated $6.11M sold.

SOL Capital Management first reported a position in JMST in Q3 2024 and held it in 6 quarters. The position peaked at $6.13M in Q2 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

SOL Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 119,865 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $6.11M.
SOL Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and held it in 6 quarters.
SOL Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.13M in Q2 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.