Zacks Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Zacks Investment 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	$291K	Buy	5,709 +5	+0.1%	+$255	﹤0.01%	591
2025 Q4	$291K	Buy	5,704 +5	+0.1%	+$255	﹤0.01%	592
2025 Q3	$291K	Buy	5,699 +4	+0.1%	+$204	﹤0.01%	585
2025 Q2	$290K	Buy	5,695 +5	+0.1%	+$254	﹤0.01%	552
2025 Q1	$289K	Buy	5,690 +5	+0.1%	+$254	﹤0.01%	556
2024 Q4	$288K	Buy	5,685 +6	+0.1%	+$305	﹤0.01%	554
2024 Q3	$289K	Hold	5,679	–	–	﹤0.01%	561
2024 Q2	$288K	Hold	5,679	–	–	﹤0.01%	513
2024 Q1	$288K	Buy	+5,679	New	+$288K	﹤0.01%	549

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

Zacks Investment Management's JMST Position: Q1 2026 in Review

Zacks Investment Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.09% in Q1 2026, buying an estimated $255 and bringing the position to 5,709 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Zacks Investment Management first reported a position in JMST in Q1 2024 and has held it in 9 quarters since. 552 funds tracked by Wall St. Rank hold JMST as of Q1 2026.

Zacks Investment Management held 5,709 shares of JPMorgan Ultra-Short Municipal Income ETF worth $291K as of Q1 2026.
Zacks Investment Management bought 5 JPMorgan Ultra-Short Municipal Income ETF shares in Q1 2026, an estimated $255.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #591 holding.
Zacks Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
552 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.