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

Apex 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	$7.31M	Buy	143,272 +1,558	+1%	+$79.3K	4.46%	6
2026 Q1	$7.22M	Buy	141,714 +111,364	+367%	+$5.68M	4.96%	6
2025 Q4	$1.55M	Sell	30,350 -110,112	-78%	-$5.61M	1.57%	21
2025 Q3	$7.17M	Buy	140,462 +9,815	+8%	+$500K	5.13%	4
2025 Q2	$6.65M	Buy	130,647 +503	+0.4%	+$25.5K	5.34%	5
2025 Q1	$6.62M	Buy	130,144 +74,222	+133%	+$3.77M	5.95%	4
2024 Q4	$2.84M	Buy	+55,922	New	+$2.84M	2.45%	15

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

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

Apex Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.1% in Q2 2026, buying an estimated $79.3K and bringing the position to 143,272 shares worth $7.31M. The position accounts for 4.46% of the portfolio, ranked #6.

Apex Wealth Management first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Apex Wealth Management held 143,272 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.31M as of Q2 2026.
Apex Wealth Management bought 1,558 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $79.3K.
JPMorgan Ultra-Short Municipal Income ETF made up 4.46% of Apex Wealth Management's portfolio in Q2 2026, its #6 holding.
Apex Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.