CLA (CliftonLarsonAllen) Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CLA (CliftonLarsonAllen) 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	$22.6M	Sell	442,803 -68,731	-13%	-$3.5M	0.3%	44
2026 Q1	$26.1M	Buy	511,534 +49,144	+11%	+$2.51M	0.38%	40
2025 Q4	$23.6M	Buy	462,390 +75,894	+20%	+$3.87M	0.36%	40
2025 Q3	$19.7M	Sell	386,496 -9,141	-2%	-$466K	0.31%	45
2025 Q2	$20.1M	Buy	395,637 +24,176	+7%	+$1.23M	0.34%	44
2025 Q1	$18.9M	Sell	371,461 -18,120	-5%	-$921K	0.35%	46
2024 Q4	$19.8M	Buy	389,581 +37,588	+11%	+$1.91M	0.38%	39
2024 Q3	$17.9M	Buy	351,993 +2,495	+0.7%	+$127K	0.41%	45
2024 Q2	$17.7M	Buy	349,498 +2,463	+0.7%	+$125K	0.38%	42
2024 Q1	$17.6M	Sell	347,035 -154,572	-31%	-$7.84M	0.4%	41
2023 Q4	$25.5M	Buy	501,607 +176,325	+54%	+$8.92M	0.63%	33
2023 Q3	$16.4M	Buy	325,282 +2,210	+0.7%	+$112K	0.46%	40
2023 Q2	$16.4M	Sell	323,072 -77,732	-19%	-$3.93M	0.46%	40
2023 Q1	$20.4M	Sell	400,804 -89,034	-18%	-$4.51M	0.6%	39
2022 Q4	$24.8M	Buy	+489,838	New	+$24.7M	0.92%	31
2022 Q3	–	Sell	-942,259	Closed	-$47.7M	–	127
2022 Q2	$47.7M	Sell	942,259 -888,950	-49%	-$44.9M	1.98%	13
2022 Q1	$92.7M	Sell	1,831,209 -794,921	-30%	-$40.4M	3.31%	9
2021 Q4	$134M	Buy	2,626,130 +1,470,649	+127%	+$75.1M	4.89%	4
2021 Q3	$59M	Buy	1,155,481 +265,256	+30%	+$13.5M	2.31%	13
2021 Q2	$45.4M	Sell	890,225 -460,017	-34%	-$23.5M	1.86%	16
2021 Q1	$68.9M	Buy	1,350,242 +605,378	+81%	+$30.9M	3.26%	9
2020 Q4	$38M	Buy	744,864 +47,311	+7%	+$2.41M	1.87%	16
2020 Q3	$35.6M	Buy	+697,553	New	+$35.6M	2.01%	14

Other funds holding JMST

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

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

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 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

CLA (CliftonLarsonAllen) Wealth Advisors's JMST Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2026, selling an estimated $3.5M and leaving 442,803 shares worth $22.6M. The position accounts for 0.3% of the portfolio, ranked #44.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JMST in Q3 2020 and has held it in 23 quarters since. The position peaked at $134M in Q4 2021. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 442,803 shares of JPMorgan Ultra-Short Municipal Income ETF worth $22.6M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 68,731 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.5M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.3% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #44 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 23 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $134M in Q4 2021.
118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.