1620 Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

1620 Investment 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
2026 Q2	$24.9K	Sell	489 -1,140	-70%	-$58K	0.02%	393
2026 Q1	$83K	Buy	1,629 +450	+38%	+$23K	0.06%	261
2025 Q4	$60.1K	Hold	1,179	–	–	0.04%	280
2025 Q3	$60.2K	Sell	1,179 -133	-10%	-$6.78K	0.04%	278
2025 Q2	$66.8K	Buy	1,312 +224	+21%	+$11.4K	0.05%	276
2025 Q1	$55.3K	Buy	1,088 +664	+157%	+$33.7K	0.04%	284
2024 Q4	$21.5K	Buy	+424	New	+$21.5K	0.02%	381

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

HWM

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1620 Investment Advisors's JMST Position: Q2 2026 in Review

1620 Investment Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 70% in Q2 2026, selling an estimated $58K and leaving 489 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #393.

1620 Investment Advisors first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $83K in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

1620 Investment Advisors held 489 shares of JPMorgan Ultra-Short Municipal Income ETF worth $24.9K as of Q2 2026.
1620 Investment Advisors sold 1,140 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $58K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #393 holding.
1620 Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
1620 Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $83K in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.