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

WealthTrak 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	–	Sell	-4,783	Closed	-$244K	–	82
2025 Q4	$244K	Hold	4,783	–	–	0.17%	68
2025 Q3	$244K	Buy	4,783 +1,397	+41%	+$71.2K	0.2%	75
2025 Q2	$172K	Buy	+3,386	New	+$172K	0.14%	77

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

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

WealthTrak Capital Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q1 2026, closing a stake of 4,783 shares — an estimated $244K sold.

WealthTrak Capital Management first reported a position in JMST in Q2 2025 and held it in 3 quarters. The position peaked at $244K in Q3 2025. 556 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

WealthTrak Capital Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
WealthTrak Capital Management sold 4,783 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $244K.
WealthTrak Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and held it in 3 quarters.
WealthTrak Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $244K in Q3 2025.
556 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.