United Advisor Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

United Advisor Group’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	$1.17M	Sell	22,933 -3,584	-14%	-$183K	0.14%	169
2025 Q4	$1.35M	Sell	26,517 -64	-0.2%	-$3.26K	0.17%	149
2025 Q3	$1.36M	Buy	26,581 +161	+0.6%	+$8.21K	0.18%	128
2025 Q2	$1.35M	Sell	26,420 -516	-2%	-$26.2K	0.23%	106
2025 Q1	$1.37M	Buy	26,936 +2,437	+10%	+$124K	0.28%	90
2024 Q4	$1.24M	Buy	24,499 +4,653	+23%	+$236K	0.25%	101
2024 Q3	$1.01M	Buy	19,846 +2,579	+15%	+$131K	0.23%	104
2024 Q2	$876K	Buy	17,267 +13,029	+307%	+$660K	0.27%	88
2024 Q1	$215K	Buy	+4,238	New	+$215K	0.08%	200

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

United Advisor Group's JMST Position: Q1 2026 in Review

United Advisor Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 14% in Q1 2026, selling an estimated $183K and leaving 22,933 shares worth $1.17M. The position accounts for 0.14% of the portfolio, ranked #169.

United Advisor Group first reported a position in JMST in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.37M in Q1 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

United Advisor Group held 22,933 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.17M as of Q1 2026.
United Advisor Group sold 3,584 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $183K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of United Advisor Group's portfolio in Q1 2026, its #169 holding.
United Advisor Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.37M in Q1 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.