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Tarbox Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Tarbox Family Office’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
-6,738
Closed -$344K – 115
2025
Q3 		$344K Hold
6,738
– – 0.05% 92
2025
Q2 		$343K Sell
6,738
-1,486
-18% -$75.4K 0.05% 92
2025
Q1 		$418K Sell
8,224
-1,732
-17% -$88K 0.07% 76
2024
Q4 		$505K Buy
9,956
+49
+0.5% +$2.49K 0.08% 67
2024
Q3 		$505K Buy
9,907
+49
+0.5% +$2.49K 0.08% 65
2024
Q2 		$500K Buy
9,858
+51
+0.5% +$2.58K 0.09% 62
2024
Q1 		$498K Buy
+9,807
New +$497K 0.09% 64
2023
Q4 		– Sell
-11,681
Closed -$589K – 101
2023
Q3 		$589K Buy
11,681
+46
+0.4% +$2.33K 0.12% 48
2023
Q2 		$589K Sell
11,635
-6,268
-35% -$317K 0.11% 50
2023
Q1 		$909K Sell
17,903
-15,234
-46% -$771K 0.18% 37
2022
Q4 		$1.67M Buy
+33,137
New +$1.67M 0.37% 29
2022
Q3 		– Sell
-47,263
Closed -$2.39M – 93
2022
Q2 		$2.39M Buy
47,263
+44,025
+1,360% +$2.23M 0.54% 19
2022
Q1 		$164K Buy
3,238
+1,105
+52% +$56.1K 0.03% 103
2021
Q4 		$109K Sell
2,133
-270
-11% -$13.8K 0.02% 161
2021
Q3 		$123K Buy
2,403
+1,396
+139% +$71.3K 0.02% 160
2021
Q2 		$51K Buy
+1,007
New +$51.4K 0.01% 241

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $377B AUM 19.32% 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 $69.9B AUM 22.19% 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 $1.56T AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tarbox Family Office's JMST Position: Q4 2025 in Review

Tarbox Family Office sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 6,738 shares — an estimated $344K sold.

Tarbox Family Office first reported a position in JMST in Q2 2021 and held it in 16 quarters. The position peaked at $2.39M in Q2 2022. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

  • Tarbox Family Office reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Tarbox Family Office sold 6,738 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $344K.
  • Tarbox Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and held it in 16 quarters.
  • Tarbox Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.39M in Q2 2022.
  • 546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on Tarbox Family Office's 13F filing for Q4 2025, filed 21 Jan 2026.