Sunbelt Securities’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sunbelt Securities’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	$2.05M	Buy	40,225 +34	+0.1%	+$1.74K	0.13%	139
2025 Q4	$2.05M	Sell	40,191 -6,712	-14%	-$342K	0.14%	130
2025 Q3	$2.39M	Buy	46,903 +37,760	+413%	+$1.92M	0.17%	110
2025 Q2	$464K	Buy	9,143 +386	+4%	+$19.6K	0.04%	364
2025 Q1	$445K	Sell	8,757 -386	-4%	-$19.6K	0.04%	352
2024 Q4	$465K	Hold	9,143	–	–	0.04%	364
2024 Q3	$466K	Buy	9,143 +982	+12%	+$49.9K	0.05%	374
2024 Q2	$414K	Sell	8,161 -246	-3%	-$12.5K	0.04%	377
2024 Q1	$427K	Buy	8,407 +1	+0%	+$51	0.05%	355
2023 Q4	$427K	Buy	8,406 +2	+0%	+$101	0.05%	341
2023 Q3	$424K	Sell	8,404 -147	-2%	-$7.43K	0.06%	322
2023 Q2	$433K	Buy	8,551 +6,481	+313%	+$328K	0.06%	311
2023 Q1	$105K	Buy	+2,070	New	+$105K	0.02%	569

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Sunbelt Securities's JMST Position: Q1 2026 in Review

Sunbelt Securities increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.08% in Q1 2026, buying an estimated $1.74K and bringing the position to 40,225 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #139.

Sunbelt Securities first reported a position in JMST in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q3 2025. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Sunbelt Securities held 40,225 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.05M as of Q1 2026.
Sunbelt Securities bought 34 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.74K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Sunbelt Securities's portfolio in Q1 2026, its #139 holding.
Sunbelt Securities first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.39M in Q3 2025.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.