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Wealth Alliance Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Wealth Alliance Advisory 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 		– Sell
-93,628
Closed -$4.77M – 202
2025
Q4 		$4.77M Sell
93,628
-2,693
-3% -$137K 0.82% 27
2025
Q3 		$4.92M Sell
96,321
-2,892
-3% -$147K 0.89% 27
2025
Q2 		$5.05M Sell
99,213
-642
-0.6% -$32.6K 0.96% 23
2025
Q1 		$5.08M Buy
99,855
+13,672
+16% +$695K 1.05% 22
2024
Q4 		$4.37M Buy
86,183
+1,113
+1% +$56.5K 0.92% 23
2024
Q3 		$4.33M Sell
85,070
-789
-0.9% -$40.1K 0.91% 23
2024
Q2 		$4.36M Buy
85,859
+2,979
+4% +$151K 0.98% 22
2024
Q1 		$4.21M Buy
82,880
+7,979
+11% +$405K 0.98% 21
2023
Q4 		$3.8M Sell
74,901
-468
-0.6% -$23.7K 0.99% 21
2023
Q3 		$3.8M Sell
75,369
-25
-0% -$1.26K 1.13% 20
2023
Q2 		$3.82M Sell
75,394
-450
-0.6% -$22.8K 1.35% 15
2023
Q1 		$3.85M Sell
75,844
-913
-1% -$46.2K 1.44% 14
2022
Q4 		$3.88M Buy
76,757
+8,443
+12% +$426K 1.48% 13
2022
Q3 		$3.44M Buy
+68,314
New +$3.45M 1.51% 13

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Wealth Alliance Advisory Group's JMST Position: Q1 2026 in Review

Wealth Alliance Advisory Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 93,628 shares — an estimated $4.77M sold.

Wealth Alliance Advisory Group first reported a position in JMST in Q3 2022 and held it in 14 quarters. The position peaked at $5.08M in Q1 2025. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

  • Wealth Alliance Advisory Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 93,628 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $4.77M.
  • Wealth Alliance Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and held it in 14 quarters.
  • Wealth Alliance Advisory Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.08M in Q1 2025.
  • 556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.