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

Able 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	$4.5M	Sell	88,291 -25,260	-22%	-$1.29M	1.03%	28
2026 Q1	$5.79M	Buy	113,551 +17,084	+18%	+$872K	1.55%	21
2025 Q4	$4.91M	Buy	96,467 +31,840	+49%	+$1.62M	1.55%	22
2025 Q3	$3.3M	Buy	64,627 +26,206	+68%	+$1.34M	1.24%	24
2025 Q2	$1.96M	Buy	38,421 +7,501	+24%	+$381K	0.99%	28
2025 Q1	$1.57M	Buy	30,920 +3,858	+14%	+$196K	0.93%	31
2024 Q4	$1.37M	Buy	27,062 +4,319	+19%	+$219K	0.9%	28
2024 Q3	$1.16M	Sell	22,743 -3,547	-13%	-$180K	0.88%	27
2024 Q2	$1.33M	Sell	26,290 -4,805	-15%	-$243K	1.1%	20
2024 Q1	$1.58M	Buy	31,095 +4,160	+15%	+$211K	1.38%	16
2023 Q4	$1.37M	Buy	+26,935	New	+$1.36M	1.24%	17

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

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

Able Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 22% in Q2 2026, selling an estimated $1.29M and leaving 88,291 shares worth $4.5M. The position accounts for 1.03% of the portfolio, ranked #28.

Able Wealth Management first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.79M in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Able Wealth Management held 88,291 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.5M as of Q2 2026.
Able Wealth Management sold 25,260 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.29M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.03% of Able Wealth Management's portfolio in Q2 2026, its #28 holding.
Able Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.79M in Q1 2026.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.