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Brandywine Oak Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Brandywine Oak Private Wealth’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 		$3.91M Sell
76,757
-2,824
-4% -$144K 0.3% 44
2026
Q1 		$4.06M Sell
79,581
-1,859
-2% -$94.9K 0.34% 36
2025
Q4 		$4.15M Sell
81,440
-1,970
-2% -$100K 0.35% 37
2025
Q3 		$4.26M Sell
83,410
-1,432
-2% -$73K 0.37% 34
2025
Q2 		$4.32M Sell
84,842
-1,542
-2% -$78.3K 0.4% 35
2025
Q1 		$4.39M Sell
86,384
-1,340
-2% -$68.1K 0.43% 36
2024
Q4 		$4.45M Sell
87,724
-7,247
-8% -$368K 0.43% 34
2024
Q3 		$4.84M Buy
94,971
+1,616
+2% +$82.1K 0.47% 33
2024
Q2 		$4.74M Sell
93,355
-7,996
-8% -$405K 0.49% 33
2024
Q1 		$5.14M Sell
101,351
-5,112
-5% -$259K 0.54% 31
2023
Q4 		$5.4M Sell
106,463
-20,545
-16% -$1.04M 0.6% 25
2023
Q3 		$6.41M Sell
127,008
-9,643
-7% -$487K 0.75% 22
2023
Q2 		$6.92M Sell
136,651
-12,281
-8% -$622K 0.77% 22
2023
Q1 		$7.56M Sell
148,932
-3,833
-3% -$194K 0.88% 22
2022
Q4 		$7.72M Sell
152,765
-44,435
-23% -$2.24M 0.96% 19
2022
Q3 		$9.92M Sell
197,200
-44,735
-18% -$2.26M 1.35% 13
2022
Q2 		$12.3M Buy
241,935
+47,936
+25% +$2.42M 1.57% 13
2022
Q1 		$9.85M Buy
+193,999
New +$9.86M 1.13% 20

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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

Brandywine Oak Private Wealth's JMST Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.5% in Q2 2026, selling an estimated $144K and leaving 76,757 shares worth $3.91M. The position accounts for 0.3% of the portfolio, ranked #44.

Brandywine Oak Private Wealth first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.3M in Q2 2022. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Brandywine Oak Private Wealth held 76,757 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.91M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 2,824 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $144K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.3% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Brandywine Oak Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Brandywine Oak Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $12.3M in Q2 2022.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.