U.S. Capital Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

U.S. Capital Wealth 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	$2.81M	Sell	55,134 -23,263	-30%	-$1.19M	0.07%	272
2025 Q4	$3.99M	Buy	78,397 +4,103	+6%	+$209K	0.1%	215
2025 Q3	$3.79M	Buy	74,294 +48,965	+193%	+$2.5M	0.1%	214
2025 Q2	$1.29M	Buy	+25,329	New	+$1.29M	0.04%	379
2024 Q3	–	Sell	-10,284	Closed	-$522K	–	711
2024 Q2	$522K	Sell	10,284 -254	-2%	-$12.9K	0.02%	449
2024 Q1	$535K	Sell	10,538 -966	-8%	-$49K	0.02%	458
2023 Q4	$584K	Buy	11,504 +700	+6%	+$35.4K	0.02%	422
2023 Q3	$545K	Buy	10,804 +1,979	+22%	+$100K	0.02%	414
2023 Q2	$447K	Hold	8,825	–	–	0.02%	458
2023 Q1	$448K	Hold	8,825	–	–	0.02%	451
2022 Q4	$446K	Sell	8,825 -396	-4%	-$20K	0.02%	476
2022 Q3	$464K	Hold	9,221	–	–	0.02%	456
2022 Q2	$467K	Sell	9,221 -984	-10%	-$49.7K	0.02%	477
2022 Q1	$517K	Buy	10,205 +4,896	+92%	+$249K	0.02%	508
2021 Q4	$271K	Buy	+5,309	New	+$271K	0.01%	618

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 $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 $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 $609B AUM 40.19% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's JMST Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 30% in Q1 2026, selling an estimated $1.19M and leaving 55,134 shares worth $2.81M. The position accounts for 0.07% of the portfolio, ranked #272.

U.S. Capital Wealth Advisors first reported a position in JMST in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.99M in Q4 2025. 553 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

U.S. Capital Wealth Advisors held 55,134 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.81M as of Q1 2026.
U.S. Capital Wealth Advisors sold 23,263 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $1.19M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #272 holding.
U.S. Capital Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 15 quarters since.
U.S. Capital Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.99M in Q4 2025.
553 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.