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

Capital Advisors Wealth Management’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	$6.64M	Sell	130,140 -8,843	-6%	-$450K	0.78%	31
2026 Q1	$7.09M	Buy	138,983 +37,615	+37%	+$1.92M	0.95%	28
2025 Q4	$5.16M	Buy	101,368 +87,485	+630%	+$4.46M	0.7%	34
2025 Q3	$709K	Buy	13,883 +5,640	+68%	+$287K	0.1%	104
2025 Q2	$420K	Buy	8,243 +1,827	+28%	+$92.7K	0.07%	128
2025 Q1	$326K	Buy	+6,416	New	+$326K	0.06%	132
2023 Q2	–	Sell	-7,089	Closed	-$360K	–	153
2023 Q1	$360K	Sell	7,089 -3,905	-36%	-$198K	0.1%	92
2022 Q4	$556K	Buy	10,994 +903	+9%	+$45.5K	0.17%	65
2022 Q3	$508K	Buy	+10,091	New	+$510K	0.17%	66

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

Capital Advisors Wealth Management's JMST Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.4% in Q2 2026, selling an estimated $450K and leaving 130,140 shares worth $6.64M. The position accounts for 0.78% of the portfolio, ranked #31.

Capital Advisors Wealth Management first reported a position in JMST in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.09M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Capital Advisors Wealth Management held 130,140 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.64M as of Q2 2026.
Capital Advisors Wealth Management sold 8,843 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $450K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.78% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #31 holding.
Capital Advisors Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 9 quarters since.
Capital Advisors Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.09M in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.