Causey Wealth LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Causey Wealth LLC’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	$2.6M	Buy	50,980 +15,393	+43%	+$784K	1.02%	27
2026 Q1	$1.81M	Buy	35,587 +14,480	+69%	+$739K	0.77%	31
2025 Q4	$1.08M	Buy	21,107 +6,988	+49%	+$356K	0.49%	37
2025 Q3	$721K	Sell	14,119 -1,108	-7%	-$56.5K	0.35%	44
2025 Q2	$775K	Buy	15,227 +1,513	+11%	+$76.8K	0.4%	41
2025 Q1	$697K	Buy	+13,714	New	+$697K	0.39%	39

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

Causey Wealth LLC's JMST Position: Q2 2026 in Review

Causey Wealth LLC increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 43% in Q2 2026, buying an estimated $784K and bringing the position to 50,980 shares worth $2.6M. The position accounts for 1.02% of the portfolio, ranked #27.

Causey Wealth LLC first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Causey Wealth LLC held 50,980 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.6M as of Q2 2026.
Causey Wealth LLC bought 15,393 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $784K.
JPMorgan Ultra-Short Municipal Income ETF made up 1.02% of Causey Wealth LLC's portfolio in Q2 2026, its #27 holding.
Causey Wealth LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.