Advisory Services Network’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Advisory Services Network’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	$2.75M	Buy	53,831 +10,474	+24%	+$533K	0.03%	578
2026 Q1	$2.21M	Buy	43,357 +8,332	+24%	+$425K	0.03%	616
2025 Q4	$1.78M	Buy	35,025 +17,974	+105%	+$916K	0.03%	647
2025 Q3	$870K	Buy	17,051 +8,267	+94%	+$421K	0.01%	941
2025 Q2	$448K	Buy	8,784 +727	+9%	+$36.9K	0.01%	1211
2025 Q1	$410K	Buy	8,057 +842	+12%	+$42.8K	0.01%	1147
2024 Q4	$366K	Buy	+7,215	New	+$366K	0.01%	1189
2024 Q1	–	Sell	-1,184	Closed	-$60.1K	–	2607
2023 Q4	$60.1K	Buy	+1,184	New	+$59.9K	﹤0.01%	1910
2023 Q2	–	Sell	-854	Closed	-$43.4K	–	2578
2023 Q1	$43.4K	Buy	854 +250	+41%	+$12.7K	﹤0.01%	2095
2022 Q4	$30.5K	Buy	+604	New	+$30.5K	﹤0.01%	2228
2022 Q3	–	Sell	-30,597	Closed	-$1.55M	–	1408
2022 Q2	$1.55M	Buy	30,597 +5,774	+23%	+$292K	0.05%	424
2022 Q1	$1.26M	Buy	24,823 +6,608	+36%	+$336K	0.04%	555
2021 Q4	$930K	Buy	18,215 +4,179	+30%	+$213K	0.03%	651
2021 Q3	$717K	Buy	14,036 +4,431	+46%	+$226K	0.02%	732
2021 Q2	$490K	Buy	+9,605	New	+$490K	0.02%	890
2021 Q1	–	Sell	-1,711	Closed	-$87K	–	2179
2020 Q4	$87K	Buy	1,711 +986	+136%	+$50.3K	﹤0.01%	1387
2020 Q3	$37K	Buy	+725	New	+$37K	﹤0.01%	1739

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

Advisory Services Network's JMST Position: Q2 2026 in Review

Advisory Services Network increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 24% in Q2 2026, buying an estimated $533K and bringing the position to 53,831 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #578.

Advisory Services Network first reported a position in JMST in Q3 2020 and has held it in 17 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Advisory Services Network held 53,831 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.75M as of Q2 2026.
Advisory Services Network bought 10,474 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $533K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Advisory Services Network's portfolio in Q2 2026, its #578 holding.
Advisory Services Network first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 17 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.