Waverly Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Waverly 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	$1.23M	Buy	24,172 +1,923	+9%	+$98.2K	0.01%	774
2025 Q4	$1.13M	Buy	22,249 +3,716	+20%	+$189K	0.01%	721
2025 Q3	$946K	Buy	18,533 +1,329	+8%	+$67.7K	0.01%	655
2025 Q2	$876K	Buy	17,204 +1,976	+13%	+$100K	0.01%	647
2025 Q1	$774K	Buy	15,228 +5,082	+50%	+$258K	0.01%	664
2024 Q4	$515K	Buy	10,146 +957	+10%	+$48.6K	0.01%	679
2024 Q3	$468K	Buy	9,189 +13	+0.1%	+$661	0.01%	598
2024 Q2	$466K	Sell	9,176 -837	-8%	-$42.4K	0.01%	593
2024 Q1	$508K	Buy	+10,013	New	+$508K	0.01%	474

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

Waverly Advisors's JMST Position: Q1 2026 in Review

Waverly Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.6% in Q1 2026, buying an estimated $98.2K and bringing the position to 24,172 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #774.

Waverly Advisors first reported a position in JMST in Q1 2024 and has held it in 9 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Waverly Advisors held 24,172 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.23M as of Q1 2026.
Waverly Advisors bought 1,923 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $98.2K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #774 holding.
Waverly Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.