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

Cahill 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 		$1.93M Buy
37,791
+7,115
+23% +$362K 0.19% 91
2026
Q1 		$1.56M Buy
30,676
+10,391
+51% +$530K 0.17% 97
2025
Q4 		$1.03M Buy
20,285
+1,962
+11% +$99.9K 0.11% 124
2025
Q3 		$935K Buy
18,323
+11,182
+157% +$570K 0.11% 131
2025
Q2 		$364K Buy
+7,141
New +$362K 0.05% 206

Other funds holding JMST

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Cahill Financial Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 23% in Q2 2026, buying an estimated $362K and bringing the position to 37,791 shares worth $1.93M. The position accounts for 0.19% of the portfolio, ranked #91.

Cahill Financial Advisors first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. 441 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Cahill Financial Advisors held 37,791 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.93M as of Q2 2026.
  • Cahill Financial Advisors bought 7,115 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $362K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Cahill Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Cahill Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 441 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.