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Boston Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Boston Family Office’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 		$799K Sell
15,674
-491
-3% -$25K 0.05% 186
2026
Q1 		$824K Hold
16,165
– – 0.05% 182
2025
Q4 		$823K Sell
16,165
-344
-2% -$17.5K 0.05% 172
2025
Q3 		$843K Hold
16,509
– – 0.05% 172
2025
Q2 		$841K Buy
16,509
+8,387
+103% +$426K 0.06% 169
2025
Q1 		$413K Sell
8,122
-867
-10% -$44.1K 0.03% 211
2024
Q4 		$456K Hold
8,989
– – 0.03% 206
2024
Q3 		$458K Sell
8,989
-700
-7% -$35.6K 0.03% 209
2024
Q2 		$492K Hold
9,689
– – 0.04% 195
2024
Q1 		$492K Sell
9,689
-788
-8% -$40K 0.04% 193
2023
Q4 		$532K Sell
10,477
-9,980
-49% -$505K 0.04% 187
2023
Q3 		$1.03M Sell
20,457
-6,990
-25% -$353K 0.08% 146
2023
Q2 		$1.39M Sell
27,447
-106,096
-79% -$5.37M 0.11% 128
2023
Q1 		$6.78M Sell
133,543
-6,749
-5% -$342K 0.54% 57
2022
Q4 		$7.09M Sell
140,292
-6,877
-5% -$347K 0.59% 54
2022
Q3 		$7.4M Sell
147,169
-11,478
-7% -$580K 0.66% 46
2022
Q2 		$8.04M Sell
158,647
-11,555
-7% -$584K 0.67% 46
2022
Q1 		$8.62M Sell
170,202
-15,987
-9% -$812K 0.61% 49
2021
Q4 		$9.51M Buy
186,189
+110,210
+145% +$5.63M 0.62% 50
2021
Q3 		$3.88M Buy
75,979
+2,920
+4% +$149K 0.28% 77
2021
Q2 		$3.73M Buy
73,059
+48,266
+195% +$2.46M 0.27% 83
2021
Q1 		$1.11M Buy
+24,793
New +$1.27M 0.08% 153

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Boston Family Office's JMST Position: Q2 2026 in Review

Boston Family Office reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3% in Q2 2026, selling an estimated $25K and leaving 15,674 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #186.

Boston Family Office first reported a position in JMST in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.51M in Q4 2021. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Boston Family Office held 15,674 shares of JPMorgan Ultra-Short Municipal Income ETF worth $799K as of Q2 2026.
  • Boston Family Office sold 491 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $25K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Boston Family Office's portfolio in Q2 2026, its #186 holding.
  • Boston Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Boston Family Office's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.51M in Q4 2021.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.