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

Brown Financial 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	$554K	Buy	10,853 +1,768	+19%	+$90K	0.19%	105
2026 Q1	$463K	Buy	9,085 +2,943	+48%	+$150K	0.18%	114
2025 Q4	$313K	Buy	6,142 +1,163	+23%	+$59.2K	0.11%	139
2025 Q3	$254K	Buy	+4,979	New	+$254K	0.09%	140

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

Brown Financial Advisors's JMST Position: Q2 2026 in Review

Brown Financial Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 19% in Q2 2026, buying an estimated $90K and bringing the position to 10,853 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #105.

Brown Financial Advisors first reported a position in JMST in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Brown Financial Advisors held 10,853 shares of JPMorgan Ultra-Short Municipal Income ETF worth $554K as of Q2 2026.
Brown Financial Advisors bought 1,768 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $90K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Brown Financial Advisors's portfolio in Q2 2026, its #105 holding.
Brown Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.