Cerity Partners
JMST icon

Cerity Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Cerity Partners’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 		$30.8M Sell
604,676
-37,934
-6% -$1.93M 0.04% 355
2026
Q1 		$32.8M Buy
642,610
+117,442
+22% +$5.99M 0.05% 323
2025
Q4 		$26.8M Sell
525,168
-11,036
-2% -$562K 0.04% 346
2025
Q3 		$27.4M Sell
536,204
-5,608
-1% -$286K 0.04% 321
2025
Q2 		$27.6M Buy
541,812
+3,340
+0.6% +$170K 0.05% 302
2025
Q1 		$27.4M Buy
538,472
+14,854
+3% +$755K 0.06% 278
2024
Q4 		$26.6M Sell
523,618
-64,055
-11% -$3.25M 0.06% 268
2024
Q3 		$29.9M Buy
587,673
+36,978
+7% +$1.88M 0.07% 246
2024
Q2 		$27.9M Sell
550,695
-87,418
-14% -$4.43M 0.07% 227
2024
Q1 		$32.4M Sell
638,113
-26,484
-4% -$1.34M 0.09% 212
2023
Q4 		$33.8M Buy
664,597
+189,351
+40% +$9.57M 0.11% 176
2023
Q3 		$24M Sell
475,246
-110,863
-19% -$5.6M 0.12% 171
2023
Q2 		$29.7M Sell
586,109
-85,626
-13% -$4.33M 0.12% 175
2023
Q1 		$34.1M Sell
671,735
-93,625
-12% -$4.74M 0.08% 171
2022
Q4 		$38.7M Buy
765,360
+443,506
+138% +$22.4M 0.25% 91
2022
Q3 		$16.2M Sell
321,854
-39,316
-11% -$1.99M 0.19% 104
2022
Q2 		$18.3M Buy
+361,170
New +$18.3M 0.2% 107

Other funds holding JMST

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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's JMST Position: Q2 2026 in Review

Cerity Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.9% in Q2 2026, selling an estimated $1.93M and leaving 604,676 shares worth $30.8M. The position accounts for 0.04% of the portfolio, ranked #355.

Cerity Partners first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $38.7M in Q4 2022. 538 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Cerity Partners held 604,676 shares of JPMorgan Ultra-Short Municipal Income ETF worth $30.8M as of Q2 2026.
  • Cerity Partners sold 37,934 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.93M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #355 holding.
  • Cerity Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $38.7M in Q4 2022.
  • 538 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.