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Collaborative Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Collaborative Wealth Management’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 		$1M Buy
19,700
+1,249
+7% +$63.6K 0.42% 40
2026
Q1 		$941K Sell
18,451
-205
-1% -$10.5K 0.43% 41
2025
Q4 		$950K Buy
18,656
+186
+1% +$9.47K 0.33% 68
2025
Q3 		$943K Buy
18,470
+2,369
+15% +$121K 0.38% 59
2025
Q2 		$820K Buy
16,101
+1,259
+8% +$63.9K 0.36% 60
2025
Q1 		$755K Buy
14,842
+408
+3% +$20.7K 0.35% 58
2024
Q4 		$732K Buy
14,434
+1,533
+12% +$77.9K 0.33% 64
2024
Q3 		$657K Buy
12,901
+907
+8% +$46.1K 0.3% 75
2024
Q2 		$609K Buy
11,994
+982
+9% +$49.7K 0.3% 73
2024
Q1 		$559K Buy
11,012
+4,585
+71% +$233K 0.28% 79
2023
Q4 		$326K Buy
6,427
+1,581
+33% +$79.9K 0.18% 112
2023
Q3 		$244K Buy
+4,846
New +$245K 0.15% 137

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Collaborative Wealth Management's JMST Position: Q2 2026 in Review

Collaborative Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.8% in Q2 2026, buying an estimated $63.6K and bringing the position to 19,700 shares worth $1M. The position accounts for 0.42% of the portfolio, ranked #40.

Collaborative Wealth Management first reported a position in JMST in Q3 2023 and has held it in 12 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Collaborative Wealth Management held 19,700 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1M as of Q2 2026.
  • Collaborative Wealth Management bought 1,249 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $63.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.42% of Collaborative Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Collaborative Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.