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Sterling Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sterling Financial Group’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
Q3 		$2.92M Sell
57,288
-9,853
-15% -$502K 0.93% 18
2025
Q2 		$3.42M Buy
67,141
+866
+1% +$44K 1.15% 16
2025
Q1 		$3.37M Buy
66,275
+56,345
+567% +$2.86M 1.21% 16
2024
Q4 		$504K Buy
+9,930
New +$504K 0.19% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sterling Financial Group's JMST Position: Q3 2025 in Review

Sterling Financial Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q3 2025, selling an estimated $502K and leaving 57,288 shares worth $2.92M. The position accounts for 0.93% of the portfolio, ranked #18.

Sterling Financial Group first reported a position in JMST in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.42M in Q2 2025. 498 funds tracked by Wall St. Rank hold JMST as of Q3 2025.

  • Sterling Financial Group held 57,288 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.92M as of Q3 2025.
  • Sterling Financial Group sold 9,853 JPMorgan Ultra-Short Municipal Income ETF shares in Q3 2025, an estimated $502K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.93% of Sterling Financial Group's portfolio in Q3 2025, its #18 holding.
  • Sterling Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Sterling Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.42M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.