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Chesley Taft & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Chesley Taft & Associates’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 		$14.6M Buy
285,335
+55,525
+24% +$2.83M 0.57% 47
2026
Q1 		$11.7M Buy
229,810
+28,170
+14% +$1.44M 0.49% 55
2025
Q4 		$10.3M Buy
201,640
+36,350
+22% +$1.85M 0.41% 58
2025
Q3 		$8.44M Buy
165,290
+1,030
+0.6% +$52.5K 0.36% 64
2025
Q2 		$8.36M Buy
164,260
+31,550
+24% +$1.6M 0.37% 65
2025
Q1 		$6.75M Buy
132,710
+15,600
+13% +$793K 0.33% 74
2024
Q4 		$5.94M Buy
117,110
+26,890
+30% +$1.37M 0.28% 76
2024
Q3 		$4.6M Buy
90,220
+21,885
+32% +$1.11M 0.22% 87
2024
Q2 		$3.47M Buy
68,335
+28,500
+72% +$1.44M 0.17% 99
2024
Q1 		$2.02M Sell
39,835
-1,990
-5% -$101K 0.1% 133
2023
Q4 		$2.12M Buy
41,825
+700
+2% +$35.4K 0.12% 134
2023
Q3 		$2.07M Buy
41,125
+4,425
+12% +$224K 0.13% 125
2023
Q2 		$1.86M Sell
36,700
-1,000
-3% -$50.6K 0.11% 136
2023
Q1 		$1.91M Sell
37,700
-6,900
-15% -$349K 0.13% 134
2022
Q4 		$2.25M Buy
44,600
+4,625
+12% +$233K 0.16% 127
2022
Q3 		$2.01M Buy
39,975
+10,625
+36% +$537K 0.15% 126
2022
Q2 		$1.49M Buy
29,350
+25,350
+634% +$1.28M 0.1% 145
2022
Q1 		$202K Buy
+4,000
New +$203K 0.01% 292

Other funds holding JMST

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Chesley Taft & Associates's JMST Position: Q2 2026 in Review

Chesley Taft & Associates increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 24% in Q2 2026, buying an estimated $2.83M and bringing the position to 285,335 shares worth $14.6M. The position accounts for 0.57% of the portfolio, ranked #47.

Chesley Taft & Associates first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Chesley Taft & Associates held 285,335 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14.6M as of Q2 2026.
  • Chesley Taft & Associates bought 55,525 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.83M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.57% of Chesley Taft & Associates's portfolio in Q2 2026, its #47 holding.
  • Chesley Taft & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.