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Summit Place Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Summit Place Financial Advisors’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 		$1.26M Sell
24,800
-20,350
-45% -$1.04M 0.61% 60
2025
Q4 		$2.3M Buy
45,150
+25,255
+127% +$1.29M 1.11% 35
2025
Q3 		$1.02M Buy
+19,895
New +$1.01M 0.48% 63
2025
Q2 		– Sell
-13,800
Closed -$702K – 95
2025
Q1 		$702K Buy
+13,800
New +$701K 0.4% 67

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Summit Place Financial Advisors's JMST Position: Q1 2026 in Review

Summit Place Financial Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 45% in Q1 2026, selling an estimated $1.04M and leaving 24,800 shares worth $1.26M. The position accounts for 0.61% of the portfolio, ranked #60.

Summit Place Financial Advisors first reported a position in JMST in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.3M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Summit Place Financial Advisors held 24,800 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.26M as of Q1 2026.
  • Summit Place Financial Advisors sold 20,350 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.04M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.61% of Summit Place Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Summit Place Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 4 quarters since.
  • Summit Place Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.3M in Q4 2025.
  • 552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.