BIG
JMST icon

Boothe Investment Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Boothe Investment Group’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 		$14M Sell
274,289
-3,057
-1% -$156K 4.41% 8
2026
Q1 		$14.1M Buy
277,346
+10,356
+4% +$529K 4.55% 6
2025
Q4 		$13.6M Buy
266,990
+9,638
+4% +$491K 4.87% 6
2025
Q3 		$13.1M Buy
257,352
+26,528
+11% +$1.35M 4.81% 5
2025
Q2 		$11.8M Buy
230,824
+12,753
+6% +$647K 4.48% 6
2025
Q1 		$11.1M Sell
218,071
-42,228
-16% -$2.15M 5.06% 5
2024
Q4 		$13.2M Buy
260,299
+20,804
+9% +$1.06M 5.73% 4
2024
Q3 		$12.2M Sell
239,495
-2,556
-1% -$130K 5.58% 4
2024
Q2 		$12.3M Sell
242,051
-53,623
-18% -$2.72M 5.68% 4
2024
Q1 		$15M Buy
295,674
+14,909
+5% +$756K 7.57% 4
2023
Q4 		$14.2M Sell
280,765
-1,069
-0.4% -$54.1K 6.43% 4
2023
Q3 		$14.2M Buy
281,834
+202,710
+256% +$10.2M 7.16% 4
2023
Q2 		$4.01M Buy
79,124
+2,921
+4% +$148K 2.12% 20
2023
Q1 		$3.87M Buy
+76,203
New +$3.86M 2.06% 19

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
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Boothe Investment Group's JMST Position: Q2 2026 in Review

Boothe Investment Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.1% in Q2 2026, selling an estimated $156K and leaving 274,289 shares worth $14M. The position accounts for 4.41% of the portfolio, ranked #8.

Boothe Investment Group first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. The position peaked at $15M in Q1 2024. 267 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Boothe Investment Group held 274,289 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14M as of Q2 2026.
  • Boothe Investment Group sold 3,057 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $156K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 4.41% of Boothe Investment Group's portfolio in Q2 2026, its #8 holding.
  • Boothe Investment Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Boothe Investment Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $15M in Q1 2024.
  • 267 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.