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Commonwealth Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Commonwealth Financial Services’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 		$507K Sell
9,949
-4,873
-33% -$248K 0.07% 143
2026
Q1 		$756K Buy
14,822
+299
+2% +$15.3K 0.12% 95
2025
Q4 		$740K Buy
14,523
+404
+3% +$20.6K 0.12% 96
2025
Q3 		$721K Sell
14,119
-133
-0.9% -$6.78K 0.12% 92
2025
Q2 		$726K Sell
14,252
-342
-2% -$17.4K 0.14% 88
2025
Q1 		$742K Sell
14,594
-1,362
-9% -$69.2K 0.15% 89
2024
Q4 		$809K Hold
15,956
– – 0.16% 75
2024
Q3 		$811K Buy
15,956
+1,588
+11% +$80.7K 0.16% 76
2024
Q2 		$728K Sell
14,368
-4,013
-22% -$203K 0.15% 80
2024
Q1 		$933K Hold
18,381
– – 0.22% 62
2023
Q4 		$933K Buy
+18,381
New +$929K 0.22% 61

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Commonwealth Financial Services's JMST Position: Q2 2026 in Review

Commonwealth Financial Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 33% in Q2 2026, selling an estimated $248K and leaving 9,949 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #143.

Commonwealth Financial Services first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $933K in Q1 2024. 121 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Commonwealth Financial Services held 9,949 shares of JPMorgan Ultra-Short Municipal Income ETF worth $507K as of Q2 2026.
  • Commonwealth Financial Services sold 4,873 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $248K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #143 holding.
  • Commonwealth Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $933K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.