Boulder Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Boulder Wealth Advisors’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	$1.56M	Sell	30,531 -162,005	-84%	-$8.25M	0.57%	18
2026 Q1	$9.82M	Buy	192,536 +110,337	+134%	+$5.63M	3.91%	9
2025 Q4	$4.19M	Sell	82,199 -77,143	-48%	-$3.93M	1.77%	12
2025 Q3	$8.13M	Buy	+159,342	New	+$8.12M	3.78%	8
2025 Q1	$8.3M	Buy	163,246 +52,349	+47%	+$2.66M	4.83%	8
2024 Q4	$5.62M	Sell	110,897 -16,775	-13%	-$852K	2.9%	10
2024 Q3	$6.5M	Buy	127,672 +86,418	+209%	+$4.39M	3.53%	10
2024 Q2	$2.09M	Buy	41,254 +14,098	+52%	+$714K	1.22%	10
2024 Q1	$1.38M	Buy	+27,156	New	+$1.38M	0.85%	11
2022 Q4	$1.02M	Buy	+20,119	New	+$1.01M	0.91%	14

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

Boulder Wealth Advisors's JMST Position: Q2 2026 in Review

Boulder Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 84% in Q2 2026, selling an estimated $8.25M and leaving 30,531 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #18.

Boulder Wealth Advisors first reported a position in JMST in Q4 2022 and has held it in 10 quarters since. The position peaked at $9.82M in Q1 2026. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Boulder Wealth Advisors held 30,531 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.56M as of Q2 2026.
Boulder Wealth Advisors sold 162,005 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $8.25M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.57% of Boulder Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Boulder Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 10 quarters since.
Boulder Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.82M in Q1 2026.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.