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

Capital Advisors Ltd’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 		$354K Hold
6,950
– – 0.04% 229
2026
Q1 		$354K Hold
6,950
– – 0.04% 221
2025
Q4 		$354K Hold
6,950
– – 0.04% 216
2025
Q3 		$355K Hold
6,950
– – 0.04% 209
2025
Q2 		$354K Hold
6,950
– – 0.04% 203
2025
Q1 		$353K Hold
6,950
– – 0.05% 197
2024
Q4 		$352K Hold
6,950
– – 0.04% 201
2024
Q3 		$354K Hold
6,950
– – 0.04% 199
2024
Q2 		$353K Hold
6,950
– – 0.05% 195
2024
Q1 		$353K Hold
6,950
– – 0.05% 201
2023
Q4 		$353K Hold
6,950
– – 0.05% 186
2023
Q3 		$351K Hold
6,950
– – 0.05% 184
2023
Q2 		$352K Sell
6,950
-6,900
-50% -$349K 0.05% 187
2023
Q1 		$703K Hold
13,850
– – 0.12% 102
2022
Q4 		$700K Hold
13,850
– – 0.12% 108
2022
Q3 		$697K Buy
13,850
+5,950
+75% +$301K 0.14% 100
2022
Q2 		$400K Hold
7,900
– – 0.07% 153
2022
Q1 		$400K Hold
7,900
– – 0.07% 160
2021
Q4 		$403K Buy
+7,900
New +$403K 0.07% 161

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

Capital Advisors Ltd's JMST Position: Q2 2026 in Review

Capital Advisors Ltd held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 6,950 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #229.

Capital Advisors Ltd first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. The position peaked at $703K in Q1 2023. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Capital Advisors Ltd held 6,950 shares of JPMorgan Ultra-Short Municipal Income ETF worth $354K as of Q2 2026.
  • Capital Advisors Ltd left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #229 holding.
  • Capital Advisors Ltd first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's JPMorgan Ultra-Short Municipal Income ETF position peaked at $703K in Q1 2023.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.