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

49 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 Q2	–	Sell	-20,633	Closed	-$1.05M	–	238
2026 Q1	$1.05M	Buy	20,633 +1,631	+9%	+$83.2K	0.08%	70
2025 Q4	$968K	Buy	19,002 +9,228	+94%	+$470K	0.08%	72
2025 Q3	$499K	Buy	9,774 +1,273	+15%	+$64.9K	0.05%	95
2025 Q2	$433K	Sell	8,501 -9,981	-54%	-$507K	0.05%	96
2025 Q1	$940K	Buy	18,482 +865	+5%	+$44K	0.11%	62
2024 Q4	$893K	Sell	17,617 -9,205	-34%	-$468K	0.13%	57
2024 Q3	$1.37M	Sell	26,822 -18,038	-40%	-$917K	0.22%	44
2024 Q2	$2.27M	Sell	44,860 -42,576	-49%	-$2.16M	0.45%	42
2024 Q1	$4.42M	Buy	87,436 +180	+0.2%	+$9.13K	0.95%	21
2023 Q4	$4.43M	Buy	+87,256	New	+$4.41M	1.14%	21

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

49 Wealth Management's JMST Position: Q2 2026 in Review

49 Wealth Management sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 20,633 shares — an estimated $1.05M sold.

49 Wealth Management first reported a position in JMST in Q4 2023 and held it in 10 quarters. The position peaked at $4.43M in Q4 2023. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

49 Wealth Management reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 20,633 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.05M.
49 Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 10 quarters.
49 Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.43M in Q4 2023.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.