Aletheian Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Aletheian Wealth Advisors’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	$556K	Buy	10,900 +168	+2%	+$8.55K	0.24%	62
2026 Q1	$547K	Buy	+10,732	New	+$548K	0.27%	54
2025 Q3	$627K	Buy	12,290 +50	+0.4%	+$2.55K	0.29%	52
2025 Q2	$623K	Buy	12,240 +6,667	+120%	+$338K	0.31%	51
2025 Q1	$283K	Buy	5,573 +766	+16%	+$38.9K	0.16%	72
2024 Q4	$244K	Buy	4,807 +844	+21%	+$42.9K	0.14%	69
2024 Q3	$202K	Sell	3,963 -43	-1%	-$2.19K	0.12%	78
2024 Q2	$203K	Sell	4,006 -10	-0.2%	-$507	0.11%	82
2024 Q1	$204K	Buy	+4,016	New	+$204K	0.11%	78
2023 Q3	–	Sell	-4,970	Closed	-$252K	–	78
2023 Q2	$252K	Sell	4,970 -61	-1%	-$3.09K	0.17%	73
2023 Q1	$256K	Buy	+5,031	New	+$255K	0.23%	55

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

Aletheian Wealth Advisors's JMST Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.6% in Q2 2026, buying an estimated $8.55K and bringing the position to 10,900 shares worth $556K. The position accounts for 0.24% of the portfolio, ranked #62.

Aletheian Wealth Advisors first reported a position in JMST in Q1 2023 and has held it in 11 quarters since. The position peaked at $627K in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Aletheian Wealth Advisors held 10,900 shares of JPMorgan Ultra-Short Municipal Income ETF worth $556K as of Q2 2026.
Aletheian Wealth Advisors bought 168 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $8.55K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.24% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Aletheian Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 11 quarters since.
Aletheian Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $627K in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.