CIA
JMST icon

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

Concurrent Investment 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 		$1.6M Buy
31,448
+647
+2% +$32.9K 0.01% 794
2026
Q1 		$1.57M Buy
30,801
+19,312
+168% +$986K 0.02% 698
2025
Q4 		$585K Buy
11,489
+3,206
+39% +$163K 0.01% 1076
2025
Q3 		$423K Buy
8,283
+1,909
+30% +$97.3K 0.01% 987
2025
Q2 		$325K Hold
6,374
– – 0.01% 1029
2025
Q1 		$324K Sell
6,374
-291
-4% -$14.8K 0.01% 889
2024
Q4 		$338K Buy
6,665
+1,736
+35% +$88.2K 0.01% 785
2024
Q3 		$251K Sell
4,929
-31,004
-86% -$1.58M 0.01% 846
2024
Q2 		$1.82M Buy
35,933
+27,596
+331% +$1.4M 0.06% 296
2024
Q1 		$423K Buy
8,337
+1,778
+27% +$90.2K 0.02% 590
2023
Q4 		$333K Buy
+6,559
New +$332K 0.02% 619

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Concurrent Investment Advisors's JMST Position: Q2 2026 in Review

Concurrent Investment Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 31,448 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #794.

Concurrent Investment Advisors first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q2 2024. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Concurrent Investment Advisors held 31,448 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 647 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $32.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #794 holding.
  • Concurrent Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.82M in Q2 2024.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.