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

Centerline Wealth Advisors’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 		$229K Sell
4,494
-1,846
-29% -$94K 0.07% 76
2026
Q1 		$323K Buy
6,340
+1,580
+33% +$80.6K 0.12% 56
2025
Q4 		$242K Buy
+4,760
New +$242K 0.09% 56

Other funds holding JMST

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Centerline Wealth Advisors's JMST Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 29% in Q2 2026, selling an estimated $94K and leaving 4,494 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #76.

Centerline Wealth Advisors first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q1 2026. 205 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Centerline Wealth Advisors held 4,494 shares of JPMorgan Ultra-Short Municipal Income ETF worth $229K as of Q2 2026.
  • Centerline Wealth Advisors sold 1,846 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $94K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Centerline Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Centerline Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Centerline Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $323K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.