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

Aptus Capital 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	$6.38M	Sell	125,043 -6,720	-5%	-$342K	0.04%	319
2026 Q1	$6.72M	Sell	131,763 -34,590	-21%	-$1.77M	0.05%	290
2025 Q4	$8.47M	Buy	166,353 +36,048	+28%	+$1.84M	0.06%	239
2025 Q3	$6.65M	Sell	130,305 -22,769	-15%	-$1.16M	0.05%	274
2025 Q2	$7.79M	Sell	153,074 -5,323	-3%	-$270K	0.06%	228
2025 Q1	$8.05M	Sell	158,397 -7,278	-4%	-$370K	0.08%	203
2024 Q4	$8.4M	Buy	165,675 +2,612	+2%	+$133K	0.09%	195
2024 Q3	$8.31M	Buy	163,063 +92,132	+130%	+$4.68M	0.12%	153
2024 Q2	$3.6M	Buy	70,931 +66,593	+1,535%	+$3.37M	0.06%	224
2024 Q1	$220K	Buy	+4,338	New	+$220K	﹤0.01%	712

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

Aptus Capital Advisors's JMST Position: Q2 2026 in Review

Aptus Capital Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.1% in Q2 2026, selling an estimated $342K and leaving 125,043 shares worth $6.38M. The position accounts for 0.04% of the portfolio, ranked #319.

Aptus Capital Advisors first reported a position in JMST in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.47M in Q4 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Aptus Capital Advisors held 125,043 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.38M as of Q2 2026.
Aptus Capital Advisors sold 6,720 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $342K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #319 holding.
Aptus Capital Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.47M in Q4 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.