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

Benchmark 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
2025 Q2	$346K	Buy	+6,800	New	+$345K	0.15%	53

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Benchmark Wealth Management's JMST Position: Q2 2025 in Review

Benchmark Wealth Management opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025: 6,800 shares worth $346K. The stake represents 0.15% of the portfolio and ranks #53 among its holdings.

499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Benchmark Wealth Management held 6,800 shares of JPMorgan Ultra-Short Municipal Income ETF worth $346K as of Q2 2025.
JPMorgan Ultra-Short Municipal Income ETF was a new Benchmark Wealth Management position in Q2 2025.
JPMorgan Ultra-Short Municipal Income ETF made up 0.15% of Benchmark Wealth Management's portfolio in Q2 2025, its #53 holding.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.