Western Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Western Wealth 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	$325K	Buy	6,370 +1,305	+26%	+$66.6K	0.01%	771
2025 Q4	$258K	Sell	5,065 -184	-4%	-$9.37K	0.01%	708
2025 Q3	$268K	Sell	5,249 -549	-9%	-$28K	0.01%	636
2025 Q2	$295K	Sell	5,798 -869	-13%	-$44.1K	0.02%	556
2025 Q1	$339K	Buy	6,667 +63	+1%	+$3.2K	0.02%	495
2024 Q4	$335K	Sell	6,604 -19	-0.3%	-$965	0.02%	493
2024 Q3	$337K	Buy	6,623 +1,420	+27%	+$72.2K	0.02%	565
2024 Q2	$264K	Buy	+5,203	New	+$264K	0.02%	535
2024 Q1	–	Sell	-4,861	Closed	-$247K	–	683
2023 Q4	$247K	Sell	4,861 -1,830	-27%	-$92.5K	0.02%	604
2023 Q3	$338K	Buy	6,691 +2,521	+60%	+$127K	0.03%	479
2023 Q2	$211K	Buy	+4,170	New	+$211K	0.02%	602
2022 Q4	–	Sell	-4,196	Closed	-$211K	–	706
2022 Q3	$211K	Buy	4,196 +6	+0.1%	+$303	0.01%	732
2022 Q2	$212K	Buy	+4,190	New	+$212K	0.01%	723

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

Western Wealth Management's JMST Position: Q1 2026 in Review

Western Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q1 2026, buying an estimated $66.6K and bringing the position to 6,370 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #771.

Western Wealth Management first reported a position in JMST in Q2 2022 and has held it in 13 quarters since. The position peaked at $339K in Q1 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Western Wealth Management held 6,370 shares of JPMorgan Ultra-Short Municipal Income ETF worth $325K as of Q1 2026.
Western Wealth Management bought 1,305 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $66.6K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #771 holding.
Western Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 13 quarters since.
Western Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $339K in Q1 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.