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

BCGM 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 		$1.51M Sell
29,527
-44,885
-60% -$2.29M 0.32% 72
2026
Q1 		$3.79M Buy
74,412
+746
+1% +$38.1K 0.95% 36
2025
Q4 		$3.75M Sell
73,666
-2,527
-3% -$129K 0.96% 33
2025
Q3 		$3.89M Sell
76,193
-7,057
-8% -$360K 1.01% 32
2025
Q2 		$4.24M Sell
83,250
-5,752
-6% -$292K 1.2% 27
2025
Q1 		$4.53M Sell
89,002
-9,824
-10% -$499K 1.39% 16
2024
Q4 		$5.01M Sell
98,826
-2,082
-2% -$106K 1.59% 14
2024
Q3 		$5.14M Sell
100,908
-50,961
-34% -$2.59M 1.67% 13
2024
Q2 		$7.71M Sell
151,869
-4,235
-3% -$215K 2.67% 9
2024
Q1 		$7.92M Buy
156,104
+121
+0.1% +$6.14K 2.84% 7
2023
Q4 		$7.91M Sell
155,983
-3,300
-2% -$167K 3.22% 6
2023
Q3 		$8.04M Sell
159,283
-15,387
-9% -$778K 3.69% 6
2023
Q2 		$8.85M Buy
174,670
+5,616
+3% +$284K 3.9% 4
2023
Q1 		$8.59M Sell
169,054
-3,062
-2% -$155K 4.33% 4
2022
Q4 		$8.7M Buy
172,116
+4,255
+3% +$215K 4.23% 4
2022
Q3 		$8.45M Sell
167,861
-481
-0.3% -$24.3K 4.22% 4
2022
Q2 		$8.54M Buy
168,342
+55,830
+50% +$2.82M 4.33% 5
2022
Q1 		$5.68M Sell
112,512
-3,373
-3% -$171K 3.09% 7
2021
Q4 		$5.92M Buy
115,885
+3,250
+3% +$166K 3.18% 8
2021
Q3 		$5.75M Buy
112,635
+11,482
+11% +$586K 3.2% 9
2021
Q2 		$5.17M Buy
101,153
+13,766
+16% +$703K 3.06% 9
2021
Q1 		$4.46M Sell
87,387
-7,981
-8% -$407K 3.05% 11
2020
Q4 		$4.87M Buy
+95,368
New +$4.87M 3.45% 10

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BCGM Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 60% in Q2 2026, selling an estimated $2.29M and leaving 29,527 shares worth $1.51M. The position accounts for 0.32% of the portfolio, ranked #72.

BCGM Wealth Management first reported a position in JMST in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.85M in Q2 2023. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • BCGM Wealth Management held 29,527 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.51M as of Q2 2026.
  • BCGM Wealth Management sold 44,885 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.29M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.32% of BCGM Wealth Management's portfolio in Q2 2026, its #72 holding.
  • BCGM Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.85M in Q2 2023.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.