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

Colonial Trust 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 		$126K Buy
2,465
+15
+0.6% +$764 0.01% 251
2026
Q1 		$125K Buy
2,450
+16
+0.7% +$817 0.01% 242
2025
Q4 		$124K Buy
2,434
+16
+0.7% +$815 0.01% 246
2025
Q3 		$123K Buy
2,418
+17
+0.7% +$866 0.01% 243
2025
Q2 		$122K Buy
2,401
+18
+0.8% +$914 0.01% 240
2025
Q1 		$121K Buy
2,383
+18
+0.8% +$915 0.01% 244
2024
Q4 		$120K Buy
2,365
+19
+0.8% +$965 0.01% 232
2024
Q3 		$120K Buy
2,346
+19
+0.8% +$966 0.01% 244
2024
Q2 		$118K Buy
2,327
+20
+0.9% +$1.01K 0.01% 232
2024
Q1 		$117K Buy
2,307
+19
+0.8% +$964 0.01% 228
2023
Q4 		$116K Buy
2,288
+20
+0.9% +$1.01K 0.01% 222
2023
Q3 		$114K Buy
2,268
+18
+0.8% +$910 0.01% 229
2023
Q2 		$114K Buy
2,250
+16
+0.7% +$810 0.01% 236
2023
Q1 		$113K Buy
2,234
+14
+0.6% +$709 0.01% 241
2022
Q4 		$112K Buy
+2,220
New +$112K 0.01% 243
2021
Q2 		– Sell
-4,097
Closed -$209K – 191
2021
Q1 		$209K Buy
+4,097
New +$209K 0.03% 178

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

Colonial Trust Advisors's JMST Position: Q2 2026 in Review

Colonial Trust Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.61% in Q2 2026, buying an estimated $764 and bringing the position to 2,465 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #251.

Colonial Trust Advisors first reported a position in JMST in Q1 2021 and has held it in 16 quarters since. The position peaked at $209K in Q1 2021. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Colonial Trust Advisors held 2,465 shares of JPMorgan Ultra-Short Municipal Income ETF worth $126K as of Q2 2026.
  • Colonial Trust Advisors bought 15 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $764.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #251 holding.
  • Colonial Trust Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 16 quarters since.
  • Colonial Trust Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $209K in Q1 2021.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.