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

Ariadne 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	$593K	Sell	11,628 -9,444	-45%	-$481K	0.26%	101
2026 Q1	$1.07M	Sell	21,072 -19,854	-49%	-$1.01M	0.48%	45
2025 Q4	$2.09M	Hold	40,926	–	–	0.86%	27
2025 Q3	$2.08M	Hold	40,926	–	–	0.93%	25
2025 Q2	$2.09M	Buy	40,926 +1,180	+3%	+$59.9K	1%	24
2025 Q1	$2.02M	Hold	39,746	–	–	1.05%	20
2024 Q4	$2.02M	Buy	+39,746	New	+$2.02M	0.92%	25

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

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

Ariadne Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 45% in Q2 2026, selling an estimated $481K and leaving 11,628 shares worth $593K. The position accounts for 0.26% of the portfolio, ranked #101.

Ariadne Wealth Management first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q4 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Ariadne Wealth Management held 11,628 shares of JPMorgan Ultra-Short Municipal Income ETF worth $593K as of Q2 2026.
Ariadne Wealth Management sold 9,444 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $481K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.26% of Ariadne Wealth Management's portfolio in Q2 2026, its #101 holding.
Ariadne Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.09M in Q4 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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