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

Aries 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	$1.4M	Sell	27,355 -4,115	-13%	-$210K	0.27%	81
2026 Q1	$1.6M	Buy	31,470 +11,800	+60%	+$602K	0.35%	64
2025 Q4	$1M	Buy	19,670 +14,240	+262%	+$725K	0.22%	97
2025 Q3	$277K	Buy	+5,430	New	+$277K	0.07%	192
2025 Q2	–	Sell	-6,020	Closed	-$306K	–	223
2025 Q1	$306K	Sell	6,020 -280	-4%	-$14.2K	0.08%	175
2024 Q4	$319K	Buy	6,300 +650	+12%	+$33K	0.09%	172
2024 Q3	$288K	Buy	+5,650	New	+$287K	0.08%	189

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

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

Aries Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2026, selling an estimated $210K and leaving 27,355 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #81.

Aries Wealth Management first reported a position in JMST in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Aries Wealth Management held 27,355 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.4M as of Q2 2026.
Aries Wealth Management sold 4,115 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $210K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of Aries Wealth Management's portfolio in Q2 2026, its #81 holding.
Aries Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
Aries Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.6M in Q1 2026.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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