BA
JMST icon

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

Bridgewater 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 		$34.5M Buy
678,796
+51,438
+8% +$2.62M 1.88% 11
2026
Q1 		$31.9M Sell
627,358
-62,262
-9% -$3.18M 1.9% 12
2025
Q4 		$35.2M Buy
689,620
+32,667
+5% +$1.66M 2.28% 11
2025
Q3 		$33.4M Buy
656,953
+37,145
+6% +$1.89M 2.32% 12
2025
Q2 		$31.6M Buy
619,808
+128,368
+26% +$6.52M 2.4% 12
2025
Q1 		$25M Buy
491,440
+788
+0.2% +$40K 2.16% 12
2024
Q4 		$24.9M Sell
490,652
-9,865
-2% -$501K 2.6% 12
2024
Q3 		$25.4M Buy
500,517
+53,601
+12% +$2.72M 2.67% 12
2024
Q2 		$22.7M Sell
446,916
-166,095
-27% -$8.41M 2.81% 10
2024
Q1 		$31.1M Sell
613,011
-22,833
-4% -$1.16M 4.66% 6
2023
Q4 		$32.3M Buy
635,844
+183,110
+40% +$9.26M 4.89% 4
2023
Q3 		$22.8M Sell
452,734
-39,162
-8% -$1.98M 3.66% 7
2023
Q2 		$24.9M Sell
491,896
-33,783
-6% -$1.71M 5% 6
2023
Q1 		$26.7M Buy
525,679
+12,972
+3% +$657K 5.83% 3
2022
Q4 		$25.9M Buy
512,707
+121,108
+31% +$6.11M 6.27% 2
2022
Q3 		$19.7M Sell
391,599
-9,511
-2% -$481K 5.45% 4
2022
Q2 		$20.3M Sell
401,110
-65,787
-14% -$3.32M 4.21% 5
2022
Q1 		$23.6M Sell
466,897
-46,781
-9% -$2.38M 5.75% 3
2021
Q4 		$26.2M Buy
513,678
+374,591
+269% +$19.1M 5.77% 1
2021
Q3 		$7.1M Buy
139,087
+38,632
+38% +$1.97M 1.95% 9
2021
Q2 		$5.13M Buy
100,455
+32,409
+48% +$1.65M 1.63% 12
2021
Q1 		$3.47M Buy
+68,046
New +$3.47M 1.76% 10

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

Bridgewater Advisors's JMST Position: Q2 2026 in Review

Bridgewater Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.2% in Q2 2026, buying an estimated $2.62M and bringing the position to 678,796 shares worth $34.5M. The position accounts for 1.88% of the portfolio, ranked #11.

Bridgewater Advisors first reported a position in JMST in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.2M in Q4 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Bridgewater Advisors held 678,796 shares of JPMorgan Ultra-Short Municipal Income ETF worth $34.5M as of Q2 2026.
  • Bridgewater Advisors bought 51,438 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.62M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.88% of Bridgewater Advisors's portfolio in Q2 2026, its #11 holding.
  • Bridgewater Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 22 quarters since.
  • Bridgewater Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $35.2M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.