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Apella Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Apella Capital’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 		$568K Buy
11,150
+73
+0.7% +$3.72K 0.01% 452
2026
Q1 		$564K Sell
11,077
-5,384
-33% -$275K 0.01% 442
2025
Q4 		$839K Buy
16,461
+72
+0.4% +$3.67K 0.02% 297
2025
Q3 		$835K Buy
16,389
+114
+0.7% +$5.81K 0.02% 270
2025
Q2 		$827K Buy
16,275
+122
+0.8% +$6.19K 0.02% 244
2025
Q1 		$818K Buy
16,153
+158
+1% +$8.03K 0.03% 209
2024
Q4 		$811K Buy
15,995
+129
+0.8% +$6.55K 0.03% 183
2024
Q3 		$806K Buy
15,866
+88
+0.6% +$4.47K 0.03% 172
2024
Q2 		$800K Buy
15,778
+136
+0.9% +$6.89K 0.04% 166
2024
Q1 		$792K Sell
15,642
-869
-5% -$44.1K 0.04% 156
2023
Q4 		$838K Buy
16,511
+1,173
+8% +$59.3K 0.05% 149
2023
Q3 		$774K Buy
15,338
+123
+0.8% +$6.22K 0.05% 139
2023
Q2 		$771K Buy
+15,215
New +$770K 0.05% 136
2022
Q4 		$765K Buy
+15,140
New +$764K 0.07% 126

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Apella Capital's JMST Position: Q2 2026 in Review

Apella Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.66% in Q2 2026, buying an estimated $3.72K and bringing the position to 11,150 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #452.

Apella Capital first reported a position in JMST in Q4 2022 and has held it in 14 quarters since. The position peaked at $839K in Q4 2025. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Apella Capital held 11,150 shares of JPMorgan Ultra-Short Municipal Income ETF worth $568K as of Q2 2026.
  • Apella Capital bought 73 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.72K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #452 holding.
  • Apella Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Apella Capital's JPMorgan Ultra-Short Municipal Income ETF position peaked at $839K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.