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

Ancora 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 		$3.96M Sell
77,711
-8,086
-9% -$412K 0.08% 216
2026
Q1 		$4.37M Sell
85,797
-6,383
-7% -$326K 0.09% 197
2025
Q4 		$4.7M Buy
92,180
+6,133
+7% +$312K 0.1% 190
2025
Q3 		$4.39M Buy
86,047
+53,210
+162% +$2.71M 0.09% 192
2025
Q2 		$1.67M Sell
32,837
-1,044
-3% -$53K 0.03% 315
2025
Q1 		$1.72M Sell
33,881
-477
-1% -$24.2K 0.04% 300
2024
Q4 		$1.74M Sell
34,358
-10,874
-24% -$552K 0.04% 302
2024
Q3 		$2.3M Buy
45,232
+18,646
+70% +$948K 0.05% 258
2024
Q2 		$1.35M Hold
26,586
– – 0.03% 335
2024
Q1 		$1.35M Buy
26,586
+1,165
+5% +$59.1K 0.03% 344
2023
Q4 		$1.29M Sell
25,421
-40
-0.2% -$2.02K 0.03% 338
2023
Q3 		$1.28M Sell
25,461
-2,026
-7% -$102K 0.03% 315
2023
Q2 		$1.39M Hold
27,487
– – 0.04% 302
2023
Q1 		$1.4M Sell
27,487
-5,079
-16% -$257K 0.04% 303
2022
Q4 		$1.65M Sell
32,566
-8,596
-21% -$434K 0.05% 277
2022
Q3 		$2.07M Sell
41,162
-1,679
-4% -$84.8K 0.06% 232
2022
Q2 		$2.17M Buy
42,841
+13,202
+45% +$667K 0.06% 242
2022
Q1 		$1.5M Sell
29,639
-26,455
-47% -$1.34M 0.04% 328
2021
Q4 		$2.86M Buy
56,094
+4,261
+8% +$217K 0.07% 233
2021
Q3 		$2.65M Sell
51,833
-700
-1% -$35.8K 0.07% 243
2021
Q2 		$2.68M Sell
52,533
-23,586
-31% -$1.2M 0.07% 239
2021
Q1 		$3.88M Buy
76,119
+19,964
+36% +$1.02M 0.11% 185
2020
Q4 		$2.87M Buy
56,155
+15,819
+39% +$807K 0.09% 207
2020
Q3 		$2.06M Buy
40,336
+19,600
+95% +$1,000K 0.08% 220
2020
Q2 		$1.06M Buy
+20,736
New +$1.05M 0.04% 307

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

Ancora Advisors's JMST Position: Q2 2026 in Review

Ancora Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.4% in Q2 2026, selling an estimated $412K and leaving 77,711 shares worth $3.96M. The position accounts for 0.08% of the portfolio, ranked #216.

Ancora Advisors first reported a position in JMST in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.7M in Q4 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Ancora Advisors held 77,711 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.96M as of Q2 2026.
  • Ancora Advisors sold 8,086 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $412K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Ancora Advisors's portfolio in Q2 2026, its #216 holding.
  • Ancora Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 25 quarters since.
  • Ancora Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.7M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.