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Advisornet Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Advisornet Financial’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 		$2.55M Sell
50,024
-4,703
-9% -$239K 0.12% 157
2026
Q1 		$2.79M Buy
54,727
+5,540
+11% +$283K 0.14% 137
2025
Q4 		$2.51M Buy
49,187
+27,439
+126% +$1.4M 0.13% 144
2025
Q3 		$1.11M Buy
21,748
+9,032
+71% +$460K 0.06% 237
2025
Q2 		$647K Buy
12,716
+3,322
+35% +$169K 0.04% 321
2025
Q1 		$478K Sell
9,394
-2,981
-24% -$151K 0.04% 361
2024
Q4 		$628K Sell
12,375
-11,911
-49% -$605K 0.05% 268
2024
Q3 		$1.24M Sell
24,286
-15,900
-40% -$808K 0.09% 204
2024
Q2 		$2.04M Buy
40,186
+12,752
+46% +$646K 0.19% 127
2024
Q1 		$1.39M Buy
27,434
+18,560
+209% +$942K 0.13% 162
2023
Q4 		$450K Buy
8,874
+6,888
+347% +$348K 0.04% 337
2023
Q3 		$100K Buy
1,986
+548
+38% +$27.7K 0.01% 615
2023
Q2 		$72.8K Sell
1,438
-1,004
-41% -$50.8K 0.01% 719
2023
Q1 		$124K Buy
2,442
+1,278
+110% +$64.7K 0.01% 572
2022
Q4 		$58.8K Sell
1,164
-1,736
-60% -$87.5K 0.01% 749
2022
Q3 		$146K Sell
2,900
-1,580
-35% -$79.8K 0.01% 569
2022
Q2 		$227K Buy
+4,480
New +$226K 0.02% 478
2021
Q3 		– Sell
-3,748
Closed -$191K – 1944
2021
Q2 		$191K Sell
3,748
-490
-12% -$25K 0.01% 603
2021
Q1 		$216K Hold
4,238
– – 0.02% 542
2020
Q4 		$216K Sell
4,238
-47
-1% -$2.4K 0.02% 486
2020
Q3 		$218K Sell
4,285
-31,491
-88% -$1.61M 0.02% 479
2020
Q2 		$1.82M Buy
35,776
+4,129
+13% +$210K 0.15% 143
2020
Q1 		$1.6M Sell
31,647
-16,358
-34% -$825K 0.15% 134
2019
Q4 		$2.42M Buy
48,005
+13,261
+38% +$670K 0.21% 108
2019
Q3 		$1.75M Buy
34,744
+30,787
+778% +$1.56M 0.16% 132
2019
Q2 		$200K Buy
+3,957
New +$199K 0.02% 448

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

Advisornet Financial's JMST Position: Q2 2026 in Review

Advisornet Financial reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.6% in Q2 2026, selling an estimated $239K and leaving 50,024 shares worth $2.55M. The position accounts for 0.12% of the portfolio, ranked #157.

Advisornet Financial first reported a position in JMST in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.79M in Q1 2026. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Advisornet Financial held 50,024 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.55M as of Q2 2026.
  • Advisornet Financial sold 4,703 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $239K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Advisornet Financial's portfolio in Q2 2026, its #157 holding.
  • Advisornet Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 26 quarters since.
  • Advisornet Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.79M in Q1 2026.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.