Vertex Planning Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Vertex Planning Partners’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	$7.97M	Buy	156,400 +72,670	+87%	+$3.71M	1.55%	14
2025 Q4	$4.27M	Buy	83,730 +7,762	+10%	+$395K	0.99%	21
2025 Q3	$3.88M	Buy	75,968 +19,526	+35%	+$995K	0.74%	31
2025 Q2	$2.87M	Buy	56,442 +5,434	+11%	+$276K	0.6%	38
2025 Q1	$2.59M	Buy	51,008 +2,483	+5%	+$126K	0.57%	35
2024 Q4	$2.46M	Sell	48,525 -1,316	-3%	-$66.8K	0.54%	36
2024 Q3	$2.54M	Sell	49,841 -1,678	-3%	-$85.3K	0.61%	29
2024 Q2	$2.61M	Sell	51,519 -7,530	-13%	-$381K	0.68%	24
2024 Q1	$3M	Buy	59,049 +1,897	+3%	+$96.2K	0.83%	21
2023 Q4	$2.9M	Buy	57,152 +7,871	+16%	+$398K	0.86%	17
2023 Q3	$2.49M	Sell	49,281 -11,732	-19%	-$593K	0.86%	16
2023 Q2	$3.09M	Sell	61,013 -18,243	-23%	-$923K	1.05%	15
2023 Q1	$4.03M	Buy	79,256 +16,076	+25%	+$814K	1.52%	13
2022 Q4	$3.19M	Buy	+63,180	New	+$3.19M	1.25%	14

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

Vertex Planning Partners's JMST Position: Q1 2026 in Review

Vertex Planning Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 87% in Q1 2026, buying an estimated $3.71M and bringing the position to 156,400 shares worth $7.97M. The position accounts for 1.55% of the portfolio, ranked #14.

Vertex Planning Partners first reported a position in JMST in Q4 2022 and has held it in 14 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Vertex Planning Partners held 156,400 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.97M as of Q1 2026.
Vertex Planning Partners bought 72,670 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $3.71M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.55% of Vertex Planning Partners's portfolio in Q1 2026, its #14 holding.
Vertex Planning Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.