AP
JMST icon

Appleton Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Appleton Partners’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 		$5.68M Sell
111,463
-14,105
-11% -$718K 0.35% 71
2026
Q1 		$6.4M Buy
125,568
+5,996
+5% +$306K 0.45% 69
2025
Q4 		$6.09M Buy
119,572
+1,140
+1% +$58.1K 0.4% 71
2025
Q3 		$6.04M Buy
118,432
+5,420
+5% +$276K 0.41% 71
2025
Q2 		$5.75M Sell
113,012
-9,130
-7% -$463K 0.41% 72
2025
Q1 		$6.21M Sell
122,142
-3,917
-3% -$199K 0.48% 67
2024
Q4 		$6.39M Sell
126,059
-4,764
-4% -$242K 0.47% 69
2024
Q3 		$6.66M Sell
130,823
-30,920
-19% -$1.57M 0.49% 67
2024
Q2 		$8.21M Sell
161,743
-20,168
-11% -$1.02M 0.63% 53
2024
Q1 		$9.23M Sell
181,911
-355
-0.2% -$18K 0.72% 45
2023
Q4 		$9.25M Sell
182,266
-13,606
-7% -$688K 0.75% 43
2023
Q3 		$9.88M Sell
195,872
-45,515
-19% -$2.3M 0.88% 31
2023
Q2 		$12.2M Sell
241,387
-12,139
-5% -$614K 1.03% 23
2023
Q1 		$12.9M Buy
253,526
+675
+0.3% +$34.2K 1.15% 19
2022
Q4 		$12.8M Sell
252,851
-15,026
-6% -$758K 1.21% 18
2022
Q3 		$13.5M Buy
267,877
+27,673
+12% +$1.4M 1.35% 14
2022
Q2 		$12.2M Buy
240,204
+20,339
+9% +$1.03M 1.15% 20
2022
Q1 		$11.1M Sell
219,865
-31,409
-12% -$1.6M 0.91% 27
2021
Q4 		$12.8M Buy
251,274
+16,761
+7% +$856K 0.97% 25
2021
Q3 		$12M Buy
234,513
+71,687
+44% +$3.66M 1% 26
2021
Q2 		$8.31M Buy
162,826
+84,191
+107% +$4.3M 0.71% 40
2021
Q1 		$4.01M Buy
+78,635
New +$4.01M 0.37% 76

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

Appleton Partners's JMST Position: Q2 2026 in Review

Appleton Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 11% in Q2 2026, selling an estimated $718K and leaving 111,463 shares worth $5.68M. The position accounts for 0.35% of the portfolio, ranked #71.

Appleton Partners first reported a position in JMST in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.5M in Q3 2022. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Appleton Partners held 111,463 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.68M as of Q2 2026.
  • Appleton Partners sold 14,105 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $718K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.35% of Appleton Partners's portfolio in Q2 2026, its #71 holding.
  • Appleton Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Appleton Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.5M in Q3 2022.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.