Bolthouse Investments’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Bolthouse Investments’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	$1.86M	Hold	36,445	–	–	1.51%	18
2026 Q1	$1.86M	Hold	36,445	–	–	1.68%	16
2025 Q4	$1.86M	Buy	36,445 +19,650	+117%	+$1M	1.65%	16
2025 Q3	$857K	Hold	16,795	–	–	0.78%	24
2025 Q2	$855K	Sell	16,795 -261	-2%	-$13.2K	0.85%	23
2025 Q1	$867K	Sell	17,056 -20	-0.1%	-$1.02K	0.9%	24
2024 Q4	$866K	Buy	+17,076	New	+$867K	0.8%	24

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

Bolthouse Investments's JMST Position: Q2 2026 in Review

Bolthouse Investments held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 36,445 shares worth $1.86M. The position accounts for 1.51% of the portfolio, ranked #18.

Bolthouse Investments first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Bolthouse Investments held 36,445 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.86M as of Q2 2026.
Bolthouse Investments left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 1.51% of Bolthouse Investments's portfolio in Q2 2026, its #18 holding.
Bolthouse Investments first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.