Whitegate Investment Counselors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Whitegate Investment Counselors’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	$8.87M	Sell	174,007 -6,763	-4%	-$345K	2.82%	12
2025 Q4	$9.21M	Buy	180,770 +35,565	+24%	+$1.81M	2.88%	12
2025 Q3	$7.41M	Buy	145,205 +7,855	+6%	+$400K	2.44%	15
2025 Q2	$6.99M	Buy	137,350 +51,135	+59%	+$2.6M	2.37%	15
2025 Q1	$4.38M	Buy	86,215 +2,950	+4%	+$150K	1.56%	18
2024 Q4	$4.22M	Buy	83,265 +51,660	+163%	+$2.62M	1.45%	19
2024 Q3	$1.61M	Buy	+31,605	New	+$1.61M	0.43%	32
2021 Q4	–	Sell	-69,210	Closed	-$3.54M	–	135
2021 Q3	$3.54M	Buy	69,210 +7,150	+12%	+$365K	0.5%	56
2021 Q2	$3.17M	Buy	62,060 +15,800	+34%	+$807K	0.45%	63
2021 Q1	$2.36M	Buy	+46,260	New	+$2.36M	0.36%	73

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 $2.09B AUM 20.07% 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

Whitegate Investment Counselors's JMST Position: Q1 2026 in Review

Whitegate Investment Counselors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.7% in Q1 2026, selling an estimated $345K and leaving 174,007 shares worth $8.87M. The position accounts for 2.82% of the portfolio, ranked #12.

Whitegate Investment Counselors first reported a position in JMST in Q1 2021 and has held it in 10 quarters since. The position peaked at $9.21M in Q4 2025. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Whitegate Investment Counselors held 174,007 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.87M as of Q1 2026.
Whitegate Investment Counselors sold 6,763 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $345K.
JPMorgan Ultra-Short Municipal Income ETF made up 2.82% of Whitegate Investment Counselors's portfolio in Q1 2026, its #12 holding.
Whitegate Investment Counselors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 10 quarters since.
Whitegate Investment Counselors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.21M in Q4 2025.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.