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

Clear Point 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	$1.07M	Buy	+21,022	New	+$1.07M	0.95%	32
2026 Q1	–	Sell	-21,562	Closed	-$1.1M	–	107
2025 Q4	$1.1M	Sell	21,562 -4,121	-16%	-$210K	0.85%	29
2025 Q3	$1.31M	Sell	25,683 -1,875	-7%	-$95.6K	1.02%	24
2025 Q2	$1.4M	Buy	27,558 +89	+0.3%	+$4.52K	1.18%	19
2025 Q1	$1.4M	Sell	27,469 -3,827	-12%	-$194K	1.26%	19
2024 Q4	$1.59M	Sell	31,296 -404	-1%	-$20.5K	1.36%	17
2024 Q3	$1.61M	Sell	31,700 -2,755	-8%	-$140K	1.25%	17
2024 Q2	$1.75M	Sell	34,455 -3,212	-9%	-$163K	1.44%	15
2024 Q1	$1.91M	Sell	37,667 -924	-2%	-$46.9K	1.57%	11
2023 Q4	$1.96M	Buy	+38,591	New	+$1.95M	1.73%	11

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

Clear Point Advisors's JMST Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 21,022 shares worth $1.07M. The stake represents 0.95% of the portfolio and ranks #32 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JMST as recently as Q4 2025.

Clear Point Advisors first reported a position in JMST in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q4 2023. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Clear Point Advisors held 21,022 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.07M as of Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Clear Point Advisors position in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.95% of Clear Point Advisors's portfolio in Q2 2026, its #32 holding.
Clear Point Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.96M in Q4 2023.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.