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Blue Oak Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Blue Oak Capital’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 		$277K Buy
5,446
+237
+5% +$12K 0.15% 62
2025
Q1 		$265K Buy
+5,209
New +$265K 0.15% 60

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Blue Oak Capital's JMST Position: Q2 2025 in Review

Blue Oak Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.5% in Q2 2025, buying an estimated $12K and bringing the position to 5,446 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #62.

Blue Oak Capital first reported a position in JMST in Q1 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • Blue Oak Capital held 5,446 shares of JPMorgan Ultra-Short Municipal Income ETF worth $277K as of Q2 2025.
  • Blue Oak Capital bought 237 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $12K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.15% of Blue Oak Capital's portfolio in Q2 2025, its #62 holding.
  • Blue Oak Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.