Chokshi & Queen Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Chokshi & Queen 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	$344K	Hold	6,751	–	–	0.16%	47
2026 Q1	$344K	Buy	+6,751	New	+$345K	0.18%	44
2025 Q4	–	Sell	-6,604	Closed	-$337K	–	52
2025 Q3	$337K	Buy	6,604 +527	+9%	+$26.9K	0.18%	44
2025 Q2	$309K	Sell	6,077 -168	-3%	-$8.53K	0.18%	41
2025 Q1	$318K	Hold	6,245	–	–	0.19%	41
2024 Q4	$317K	Buy	+6,245	New	+$317K	0.2%	37

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

Chokshi & Queen Wealth Advisors's JMST Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 6,751 shares worth $344K. The position accounts for 0.16% of the portfolio, ranked #47.

Chokshi & Queen Wealth Advisors first reported a position in JMST in Q4 2024 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Chokshi & Queen Wealth Advisors held 6,751 shares of JPMorgan Ultra-Short Municipal Income ETF worth $344K as of Q2 2026.
Chokshi & Queen Wealth Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.16% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Chokshi & Queen Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 6 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.