Tradition Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Tradition Wealth 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	$487K	Buy	9,550 +2,000	+26%	+$102K	0.03%	294
2025 Q4	$385K	Sell	7,550 -4,522	-37%	-$230K	0.03%	330
2025 Q3	$616K	Sell	12,072 -3,172	-21%	-$162K	0.05%	247
2025 Q2	$776K	Buy	15,244 +1,222	+9%	+$62K	0.06%	210
2025 Q1	$713K	Sell	14,022 -7,000	-33%	-$356K	0.06%	204
2024 Q4	$1.07M	Sell	21,022 -3,728	-15%	-$189K	0.09%	163
2024 Q3	$1.26M	Sell	24,750 -3,500	-12%	-$178K	0.11%	153
2024 Q2	$1.43M	Sell	28,250 -2,000	-7%	-$101K	0.14%	128
2024 Q1	$1.53M	Sell	30,250 -11,100	-27%	-$563K	0.16%	118
2023 Q4	$2.1M	Buy	41,350 +15,650	+61%	+$791K	0.22%	86
2023 Q3	$1.3M	Sell	25,700 -3,000	-10%	-$152K	0.15%	108
2023 Q2	$1.45M	Sell	28,700 -2,500	-8%	-$127K	0.17%	102
2023 Q1	$1.58M	Buy	+31,200	New	+$1.58M	0.2%	91

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 $1.9B AUM 14.38% 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

Tradition Wealth Management's JMST Position: Q1 2026 in Review

Tradition Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q1 2026, buying an estimated $102K and bringing the position to 9,550 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #294.

Tradition Wealth Management first reported a position in JMST in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.1M in Q4 2023. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Tradition Wealth Management held 9,550 shares of JPMorgan Ultra-Short Municipal Income ETF worth $487K as of Q1 2026.
Tradition Wealth Management bought 2,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $102K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #294 holding.
Tradition Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 13 quarters since.
Tradition Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.1M in Q4 2023.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.