Beese Fulmer Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beese Fulmer Investment 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	$787K	Hold	15,436	–	–	0.05%	177
2026 Q1	$787K	Buy	15,436 +2,000	+15%	+$102K	0.05%	166
2025 Q4	$686K	Buy	13,436 +1,491	+12%	+$76K	0.04%	166
2025 Q3	$610K	Buy	11,945 +1,000	+9%	+$51K	0.04%	170
2025 Q2	$557K	Sell	10,945 -4,000	-27%	-$203K	0.04%	167
2025 Q1	$760K	Buy	14,945 +6,000	+67%	+$305K	0.07%	134
2024 Q4	$454K	Hold	8,945	–	–	0.04%	157
2024 Q3	$456K	Hold	8,945	–	–	0.04%	164
2024 Q2	$454K	Buy	8,945 +4,000	+81%	+$203K	0.04%	153
2024 Q1	$251K	Hold	4,945	–	–	0.02%	200
2023 Q4	$251K	Hold	4,945	–	–	0.03%	195
2023 Q3	$249K	Hold	4,945	–	–	0.03%	187
2023 Q2	$250K	Hold	4,945	–	–	0.03%	189
2023 Q1	$251K	Hold	4,945	–	–	0.03%	190
2022 Q4	$250K	Hold	4,945	–	–	0.03%	191
2022 Q3	$249K	Hold	4,945	–	–	0.03%	182
2022 Q2	$250K	Hold	4,945	–	–	0.03%	193
2022 Q1	$250K	Hold	4,945	–	–	0.03%	200
2021 Q4	$252K	Buy	+4,945	New	+$252K	0.03%	208

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Beese Fulmer Investment Management's JMST Position: Q2 2026 in Review

Beese Fulmer Investment Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 15,436 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #177.

Beese Fulmer Investment Management first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. 263 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Beese Fulmer Investment Management held 15,436 shares of JPMorgan Ultra-Short Municipal Income ETF worth $787K as of Q2 2026.
Beese Fulmer Investment Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #177 holding.
Beese Fulmer Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
263 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.