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

AE 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	$205K	Sell	4,018 -636	-14%	-$32.4K	﹤0.01%	1711
2026 Q1	$237K	Buy	4,654 +3,228	+226%	+$165K	﹤0.01%	1518
2025 Q4	$72.6K	Buy	1,426 +1,055	+284%	+$53.7K	﹤0.01%	1773
2025 Q3	$18.9K	Buy	371 +298	+408%	+$15.2K	﹤0.01%	1903
2025 Q2	$3.72K	Sell	73 -9	-11%	-$457	﹤0.01%	1990
2025 Q1	$4.17K	Buy	82 +68	+486%	+$3.46K	﹤0.01%	1957
2024 Q4	$710	Buy	+14	New	+$711	﹤0.01%	2061
2024 Q1	–	Sell	-54,807	Closed	-$2.78M	–	1593
2023 Q4	$2.78M	Sell	54,807 -83,322	-60%	-$4.21M	0.01%	793
2023 Q3	$6.97M	Buy	138,129 +111,165	+412%	+$5.62M	0.04%	457
2023 Q2	$1.37M	Sell	26,964 -15,491	-36%	-$784K	0.01%	970
2023 Q1	$2.16M	Sell	42,455 -6,830	-14%	-$346K	0.01%	767
2022 Q4	$2.49M	Buy	+49,285	New	+$2.49M	0.02%	673

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

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

AE Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 14% in Q2 2026, selling an estimated $32.4K and leaving 4,018 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

AE Wealth Management first reported a position in JMST in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.97M in Q3 2023. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

AE Wealth Management held 4,018 shares of JPMorgan Ultra-Short Municipal Income ETF worth $205K as of Q2 2026.
AE Wealth Management sold 636 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $32.4K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1711 holding.
AE Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 12 quarters since.
AE Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.97M in Q3 2023.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.