Chicago Partners Investment Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Chicago Partners Investment Group’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	$201K	Sell	3,942 -550	-12%	-$28K	﹤0.01%	1429
2026 Q1	$229K	Hold	4,492	–	–	0.01%	1269
2025 Q4	$229K	Hold	4,492	–	–	0.01%	1174
2025 Q3	$229K	Hold	4,492	–	–	0.01%	1103
2025 Q2	$229K	Sell	4,492 -19	-0.4%	-$964	0.01%	976
2025 Q1	$229K	Buy	+4,511	New	+$229K	0.01%	805
2020 Q1	–	Sell	-6,493	Closed	-$328K	–	373
2019 Q4	$328K	Sell	6,493 -15,282	-70%	-$772K	0.04%	270
2019 Q3	$1.1M	Sell	21,775 -16,369	-43%	-$827K	0.15%	103
2019 Q2	$1.93M	Buy	38,144 +21	+0.1%	+$1.06K	0.28%	70
2019 Q1	$1.92M	Buy	+38,123	New	+$1.92M	0.28%	67

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

Chicago Partners Investment Group's JMST Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q2 2026, selling an estimated $28K and leaving 3,942 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Chicago Partners Investment Group first reported a position in JMST in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.93M in Q2 2019. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Chicago Partners Investment Group held 3,942 shares of JPMorgan Ultra-Short Municipal Income ETF worth $201K as of Q2 2026.
Chicago Partners Investment Group sold 550 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $28K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1429 holding.
Chicago Partners Investment Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2019 and has held it in 10 quarters since.
Chicago Partners Investment Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.93M in Q2 2019.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.