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

Aprio 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 		$1.72M Sell
33,800
-5,800
-15% -$295K 0.09% 162
2026
Q1 		$2.02M Hold
39,600
– – 0.11% 127
2025
Q4 		$2.02M Buy
+39,600
New +$2.02M 0.12% 119

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

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

Aprio Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q2 2026, selling an estimated $295K and leaving 33,800 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #162.

Aprio Wealth Management first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q1 2026. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Aprio Wealth Management held 33,800 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.72M as of Q2 2026.
  • Aprio Wealth Management sold 5,800 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $295K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Aprio Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.02M in Q1 2026.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.