Avantax Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.2M	Sell	23,482 -30,927	-57%	-$1.57M	0.01%	1057
2025 Q1	$2.77M	Buy	54,409 +16,911	+45%	+$859K	0.02%	609
2024 Q4	$1.9M	Sell	37,498 -2,160	-5%	-$110K	0.01%	736
2024 Q3	$2.02M	Sell	39,658 -118,800	-75%	-$6.04M	0.01%	691
2024 Q2	$8.04M	Buy	158,458 +77,266	+95%	+$3.91M	0.06%	249
2024 Q1	$4.12M	Buy	81,192 +19,735	+32%	+$1M	0.04%	352
2023 Q4	$3.12M	Buy	61,457 +2,722	+5%	+$138K	0.03%	392
2023 Q3	$2.96M	Buy	58,735 +29,853	+103%	+$1.51M	0.03%	361
2023 Q2	$1.46M	Buy	28,882 +23,558	+442%	+$1.19M	0.02%	562
2023 Q1	$270K	Sell	5,324 -535	-9%	-$27.1K	﹤0.01%	1209
2022 Q4	$296K	Buy	+5,859	New	+$295K	﹤0.01%	1116

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Avantax Advisory Services's JMST Position: Q2 2025 in Review

Avantax Advisory Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 57% in Q2 2025, selling an estimated $1.57M and leaving 23,482 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1057.

Avantax Advisory Services first reported a position in JMST in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.04M in Q2 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Avantax Advisory Services held 23,482 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.2M as of Q2 2025.
Avantax Advisory Services sold 30,927 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $1.57M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1057 holding.
Avantax Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 11 quarters since.
Avantax Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.04M in Q2 2024.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.