Belpointe Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Belpointe Asset 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	$1.03M	Buy	20,197 +6,970	+53%	+$355K	0.03%	485
2026 Q1	$674K	Sell	13,227 -264	-2%	-$13.5K	0.02%	594
2025 Q4	$687K	Buy	13,491 +5,203	+63%	+$265K	0.02%	562
2025 Q3	$423K	Buy	8,288 +3,195	+63%	+$163K	0.02%	673
2025 Q2	$259K	Buy	+5,093	New	+$258K	0.01%	801

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

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 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

Belpointe Asset Management's JMST Position: Q2 2026 in Review

Belpointe Asset Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 53% in Q2 2026, buying an estimated $355K and bringing the position to 20,197 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #485.

Belpointe Asset Management first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Belpointe Asset Management held 20,197 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.03M as of Q2 2026.
Belpointe Asset Management bought 6,970 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $355K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #485 holding.
Belpointe Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.