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

Carter Financial’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 		$2.04M Buy
40,016
+507
+1% +$25.8K 1.53% 9
2026
Q1 		$2.01M Buy
39,509
+28,817
+270% +$1.47M 1.75% 8
2025
Q4 		$545K Buy
+10,692
New +$545K 0.48% 15

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

Carter Financial's JMST Position: Q2 2026 in Review

Carter Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.3% in Q2 2026, buying an estimated $25.8K and bringing the position to 40,016 shares worth $2.04M. The position accounts for 1.53% of the portfolio, ranked #9.

Carter Financial first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Carter Financial held 40,016 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.04M as of Q2 2026.
  • Carter Financial bought 507 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.53% of Carter Financial's portfolio in Q2 2026, its #9 holding.
  • Carter Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Carter Financial's 13F filing for Q2 2026, filed 13 Aug 2026.