Claro Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Claro 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	$578K	Sell	11,334 -536	-5%	-$27.3K	0.06%	244
2026 Q1	$605K	Sell	11,870 -3,689	-24%	-$188K	0.07%	206
2025 Q4	$793K	Sell	15,559 -292	-2%	-$14.9K	0.11%	167
2025 Q3	$809K	Buy	15,851 +2,149	+16%	+$110K	0.12%	156
2025 Q2	$698K	Buy	13,702 +952	+7%	+$48.3K	0.12%	163
2025 Q1	$648K	Buy	+12,750	New	+$648K	0.09%	213

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

Claro Advisors's JMST Position: Q2 2026 in Review

Claro Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.5% in Q2 2026, selling an estimated $27.3K and leaving 11,334 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #244.

Claro Advisors first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. The position peaked at $809K in Q3 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Claro Advisors held 11,334 shares of JPMorgan Ultra-Short Municipal Income ETF worth $578K as of Q2 2026.
Claro Advisors sold 536 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $27.3K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #244 holding.
Claro Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Claro Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $809K in Q3 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.