Aspen Wealth Strategies’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Aspen Wealth Strategies’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	$275K	Sell	5,398 -7,495	-58%	-$382K	0.13%	74
2026 Q1	$657K	Buy	12,893 +400	+3%	+$20.4K	0.35%	45
2025 Q4	$636K	Hold	12,493	–	–	0.35%	41
2025 Q3	$638K	Sell	12,493 -2,004	-14%	-$102K	0.35%	42
2025 Q2	$738K	Buy	14,497 +8,822	+155%	+$448K	0.45%	33
2025 Q1	$289K	Buy	5,675 +1,000	+21%	+$50.8K	0.19%	68
2024 Q4	$237K	Sell	4,675 -1,325	-22%	-$67.3K	0.15%	74
2024 Q3	$306K	Buy	+6,000	New	+$305K	0.2%	64

Other funds holding JMST

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Aspen Wealth Strategies's JMST Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 58% in Q2 2026, selling an estimated $382K and leaving 5,398 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #74.

Aspen Wealth Strategies first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. The position peaked at $738K in Q2 2025. 381 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Aspen Wealth Strategies held 5,398 shares of JPMorgan Ultra-Short Municipal Income ETF worth $275K as of Q2 2026.
Aspen Wealth Strategies sold 7,495 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $382K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Aspen Wealth Strategies's portfolio in Q2 2026, its #74 holding.
Aspen Wealth Strategies first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Aspen Wealth Strategies's JPMorgan Ultra-Short Municipal Income ETF position peaked at $738K in Q2 2025.
381 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.