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

Clearstead 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	$5M	Buy	+97,960	New	+$4.99M	0.05%	240

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

Clearstead Advisors's JMST Position: Q2 2026 in Review

Clearstead Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 97,960 shares worth $5M. The stake represents 0.05% of the portfolio and ranks #240 among its holdings.

560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Clearstead Advisors held 97,960 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5M as of Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Clearstead Advisors position in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #240 holding.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.