WealthBridge Capital Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WealthBridge Capital Management’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	$1.79M	Buy	35,128 +4,684	+15%	+$239K	0.41%	52
2025 Q4	$1.55M	Buy	30,444 +550	+2%	+$28K	0.35%	60
2025 Q3	$1.53M	Buy	29,894 +566	+2%	+$28.8K	0.36%	58
2025 Q2	$1.49M	Buy	29,328 +7,676	+35%	+$390K	0.38%	57
2025 Q1	$1.1M	Buy	21,652 +2,366	+12%	+$120K	0.31%	63
2024 Q4	$978K	Buy	19,286 +2,470	+15%	+$125K	0.27%	70
2024 Q3	$857K	Buy	16,816 +7,015	+72%	+$357K	0.24%	76
2024 Q2	$497K	Buy	9,801 +66	+0.7%	+$3.34K	0.16%	100
2024 Q1	$494K	Sell	9,735 -515	-5%	-$26.1K	0.17%	98
2023 Q4	$520K	Sell	10,250 -697	-6%	-$35.2K	0.19%	87
2023 Q3	$552K	Sell	10,947 -2,130	-16%	-$108K	0.23%	83
2023 Q2	$662K	Sell	13,077 -55	-0.4%	-$2.78K	0.26%	71
2023 Q1	$667K	Buy	13,132 +95	+0.7%	+$4.81K	0.27%	76
2022 Q4	$659K	Sell	13,037 -198	-1%	-$9.98K	0.28%	73
2022 Q3	$670K	Hold	13,235	–	–	0.29%	76
2022 Q2	$670K	Buy	13,235 +8,363	+172%	+$423K	0.29%	76
2022 Q1	$247K	Buy	+4,872	New	+$247K	0.09%	160

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

WealthBridge Capital Management's JMST Position: Q1 2026 in Review

WealthBridge Capital Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q1 2026, buying an estimated $239K and bringing the position to 35,128 shares worth $1.79M. The position accounts for 0.41% of the portfolio, ranked #52.

WealthBridge Capital Management first reported a position in JMST in Q1 2022 and has held it in 17 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

WealthBridge Capital Management held 35,128 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.79M as of Q1 2026.
WealthBridge Capital Management bought 4,684 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $239K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.41% of WealthBridge Capital Management's portfolio in Q1 2026, its #52 holding.
WealthBridge Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 17 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.