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Action Point Financial Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Action Point Financial Planning’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 		$263K Buy
+5,148
New +$262K 0.03% 382

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's JMST Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 5,148 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #382 among its holdings.

559 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Action Point Financial Planning held 5,148 shares of JPMorgan Ultra-Short Municipal Income ETF worth $263K as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #382 holding.
  • 559 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.