WMG Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

WMG Financial Advisors’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
2025 Q4	–	Sell	-5,000	Closed	-$255K	–	160
2025 Q3	$255K	Sell	5,000 -4,000	-44%	-$204K	0.09%	163
2025 Q2	$458K	Buy	9,000 +4,000	+80%	+$203K	0.17%	88
2025 Q1	$254K	Buy	+5,000	New	+$254K	0.11%	137
2024 Q4	–	Sell	-4,740	Closed	-$241K	–	179
2024 Q3	$241K	Hold	4,740	–	–	0.11%	143
2024 Q2	$241K	Hold	4,740	–	–	0.13%	133
2024 Q1	$241K	Hold	4,740	–	–	0.14%	118
2023 Q4	$241K	Buy	+4,740	New	+$240K	0.16%	94
2023 Q3	–	Sell	-4,740	Closed	-$240K	–	113
2023 Q2	$240K	Hold	4,740	–	–	0.18%	96
2023 Q1	$241K	Sell	4,740 -713	-13%	-$36.1K	0.2%	93
2022 Q4	$276K	Buy	5,453 +3	+0.1%	+$151	0.23%	85
2022 Q3	$274K	Buy	5,450 +2	+0%	+$101	0.25%	85
2022 Q2	$275K	Buy	5,448 +1	+0%	+$51	0.24%	97
2022 Q1	$275K	Buy	5,447 +301	+6%	+$15.3K	0.2%	123
2021 Q4	$263K	Buy	+5,146	New	+$263K	0.2%	130

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WMG Financial Advisors's JMST Position: Q4 2025 in Review

WMG Financial Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q4 2025, closing a stake of 5,000 shares — an estimated $255K sold.

WMG Financial Advisors first reported a position in JMST in Q4 2021 and held it in 14 quarters. The position peaked at $458K in Q2 2025. 546 funds tracked by Wall St. Rank hold JMST as of Q4 2025.

WMG Financial Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 5,000 JPMorgan Ultra-Short Municipal Income ETF shares in Q4 2025, an estimated $255K.
WMG Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and held it in 14 quarters.
WMG Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $458K in Q2 2025.
546 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.