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

CCG 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	$3.35M	Buy	65,597 +9,140	+16%	+$465K	0.78%	22
2026 Q1	$2.88M	Buy	56,457 +1,969	+4%	+$100K	0.78%	24
2025 Q4	$2.78M	Buy	54,488 +1,206	+2%	+$61.4K	1.19%	13
2025 Q3	$2.72M	Buy	53,282 +2,173	+4%	+$111K	1.28%	14
2025 Q2	$2.6M	Buy	51,109 +792	+2%	+$40.2K	1.37%	12
2025 Q1	$2.56M	Buy	50,317 +14,062	+39%	+$715K	1.53%	14
2024 Q4	$1.84M	Buy	36,255 +5,598	+18%	+$284K	1.02%	20
2024 Q3	$1.56M	Buy	+30,657	New	+$1.56M	0.87%	19

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

CCG Wealth Management's JMST Position: Q2 2026 in Review

CCG Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, buying an estimated $465K and bringing the position to 65,597 shares worth $3.35M. The position accounts for 0.78% of the portfolio, ranked #22.

CCG Wealth Management first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

CCG Wealth Management held 65,597 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.35M as of Q2 2026.
CCG Wealth Management bought 9,140 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $465K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.78% of CCG Wealth Management's portfolio in Q2 2026, its #22 holding.
CCG Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.