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

Axxcess 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 		$17.2M Sell
337,670
-45,594
-12% -$2.32M 0.27% 79
2026
Q1 		$19.5M Buy
383,264
+59,934
+19% +$3.06M 0.63% 40
2025
Q4 		$16.5M Buy
323,330
+39,033
+14% +$1.99M 0.29% 70
2025
Q3 		$14.5M Buy
284,297
+21,019
+8% +$1.07M 0.31% 66
2025
Q2 		$13.4M Buy
263,278
+103,702
+65% +$5.26M 0.31% 66
2025
Q1 		$8.11M Buy
159,576
+23,444
+17% +$1.19M 0.22% 85
2024
Q4 		$6.9M Sell
136,132
-5,543
-4% -$282K 0.17% 108
2024
Q3 		$7.22M Buy
141,675
+49,733
+54% +$2.53M 0.18% 102
2024
Q2 		$4.67M Buy
91,942
+4,752
+5% +$241K 0.12% 140
2024
Q1 		$4.42M Buy
87,190
+31,650
+57% +$1.61M 0.12% 141
2023
Q4 		$2.82M Buy
55,540
+1,832
+3% +$92.6K 0.08% 192
2023
Q3 		$2.71M Buy
53,708
+18,361
+52% +$928K 0.09% 161
2023
Q2 		$1.79M Buy
35,347
+22,737
+180% +$1.15M 0.13% 148
2023
Q1 		$640K Sell
12,610
-1,267
-9% -$64.2K 0.05% 323
2022
Q4 		$701K Sell
13,877
-9,990
-42% -$504K 0.06% 291
2022
Q3 		$1.2M Sell
23,867
-5,931
-20% -$300K 0.11% 168
2022
Q2 		$1.51M Buy
29,798
+14,236
+91% +$719K 0.14% 142
2022
Q1 		$788K Buy
15,562
+7,432
+91% +$378K 0.06% 264
2021
Q4 		$415K Buy
+8,130
New +$415K 0.03% 401

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

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

Axxcess Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q2 2026, selling an estimated $2.32M and leaving 337,670 shares worth $17.2M. The position accounts for 0.27% of the portfolio, ranked #79.

Axxcess Wealth Management first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.5M in Q1 2026. 301 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Axxcess Wealth Management held 337,670 shares of JPMorgan Ultra-Short Municipal Income ETF worth $17.2M as of Q2 2026.
  • Axxcess Wealth Management sold 45,594 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.32M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of Axxcess Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Axxcess Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $19.5M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.