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Ballentine Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Ballentine Partners’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 		$312K Sell
6,109
-665
-10% -$33.9K ﹤0.01% 774
2026
Q1 		$345K Sell
6,774
-9
-0.1% -$459 ﹤0.01% 673
2025
Q4 		$346K Buy
6,783
+857
+14% +$43.7K ﹤0.01% 656
2025
Q3 		$302K Sell
5,926
-40
-0.7% -$2.04K ﹤0.01% 704
2025
Q2 		$304K Sell
5,966
-936
-14% -$47.5K ﹤0.01% 684
2025
Q1 		$351K Sell
6,902
-394
-5% -$20K 0.01% 567
2024
Q4 		$370K Buy
+7,296
New +$371K 0.01% 516

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Ballentine Partners's JMST Position: Q2 2026 in Review

Ballentine Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.8% in Q2 2026, selling an estimated $33.9K and leaving 6,109 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Ballentine Partners first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q4 2024. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Ballentine Partners held 6,109 shares of JPMorgan Ultra-Short Municipal Income ETF worth $312K as of Q2 2026.
  • Ballentine Partners sold 665 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $33.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #774 holding.
  • Ballentine Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Ballentine Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $370K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.