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

Clark Wealth 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	$84K	Buy	1,648 +11	+0.7%	+$560	0.05%	83
2026 Q1	$83.5K	Buy	1,637 +10	+0.6%	+$510	0.06%	79
2025 Q4	$82.9K	Hold	1,627	–	–	0.05%	84
2025 Q3	$82.9K	Buy	1,627 +22	+1%	+$1.12K	0.05%	84
2025 Q2	$81.7K	Buy	1,605 +12	+0.8%	+$609	0.06%	65
2025 Q1	$81K	Buy	1,593 +12	+0.8%	+$610	0.06%	69
2024 Q4	$80.2K	Buy	+1,581	New	+$80.3K	0.06%	58

Other funds holding JMST

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

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clark Wealth Partners's JMST Position: Q2 2026 in Review

Clark Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.67% in Q2 2026, buying an estimated $560 and bringing the position to 1,648 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #83.

Clark Wealth Partners first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Clark Wealth Partners held 1,648 shares of JPMorgan Ultra-Short Municipal Income ETF worth $84K as of Q2 2026.
Clark Wealth Partners bought 11 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $560.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Clark Wealth Partners's portfolio in Q2 2026, its #83 holding.
Clark Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
541 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.