Beverly Hills Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Beverly Hills Private Wealth’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	$280K	Sell	5,496 -7,277	-57%	-$371K	0.05%	206
2026 Q1	$651K	Buy	12,773 +2,485	+24%	+$127K	0.11%	159
2025 Q4	$524K	Buy	10,288 +3,144	+44%	+$160K	0.09%	171
2025 Q3	$365K	Sell	7,144 -2,564	-26%	-$131K	0.06%	230
2025 Q2	$494K	Buy	+9,708	New	+$493K	0.09%	177
2025 Q1	–	Sell	-4,409	Closed	-$224K	–	347
2024 Q4	$224K	Sell	4,409 -2,793	-39%	-$142K	0.05%	307
2024 Q3	$367K	Sell	7,202 -70	-1%	-$3.56K	0.07%	231
2024 Q2	$369K	Sell	7,272 -7,346	-50%	-$372K	0.08%	236
2024 Q1	$742K	Buy	14,618 +7,368	+102%	+$374K	0.17%	132
2023 Q4	$368K	Buy	+7,250	New	+$367K	0.1%	222

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beverly Hills Private Wealth's JMST Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 57% in Q2 2026, selling an estimated $371K and leaving 5,496 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #206.

Beverly Hills Private Wealth first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. The position peaked at $742K in Q1 2024. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Beverly Hills Private Wealth held 5,496 shares of JPMorgan Ultra-Short Municipal Income ETF worth $280K as of Q2 2026.
Beverly Hills Private Wealth sold 7,277 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $371K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #206 holding.
Beverly Hills Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
Beverly Hills Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $742K in Q1 2024.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.