Core Wealth Advisors (Florida)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Core Wealth Advisors (Florida)’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	$1.26M	Hold	24,743	–	–	0.25%	43
2026 Q1	$1.26M	Sell	24,743 -1,013	-4%	-$51.7K	0.3%	32
2025 Q4	$1.31M	Sell	25,756 -41	-0.2%	-$2.09K	0.34%	27
2025 Q3	$1.32M	Sell	25,797 -3,856	-13%	-$197K	0.34%	25
2025 Q2	$1.51M	Sell	29,653 -4,223	-12%	-$214K	0.43%	24
2025 Q1	$1.72M	Sell	33,876 -1,776	-5%	-$90.3K	0.55%	22
2024 Q4	$1.81M	Sell	35,652 -2,019	-5%	-$103K	0.6%	21
2024 Q3	$1.92M	Sell	37,671 -16,133	-30%	-$820K	0.62%	22
2024 Q2	$2.73M	Buy	53,804 +1,435	+3%	+$72.7K	0.94%	14
2024 Q1	$2.66M	Buy	52,369 +3,406	+7%	+$173K	0.9%	17
2023 Q4	$2.48M	Buy	48,963 +4,453	+10%	+$225K	0.91%	16
2023 Q3	$2.25M	Sell	44,510 -1,128	-2%	-$57K	0.92%	14
2023 Q2	$2.31M	Buy	45,638 +4,282	+10%	+$217K	0.93%	13
2023 Q1	$2.1M	Buy	41,356 +20,982	+103%	+$1.06M	0.84%	14
2022 Q4	$1.03M	Buy	20,374 +3,221	+19%	+$162K	0.45%	21
2022 Q3	$863K	Buy	17,153 +1,321	+8%	+$66.8K	0.5%	20
2022 Q2	$802K	Buy	+15,832	New	+$800K	0.49%	26
2022 Q1	–	Sell	-5,873	Closed	-$300K	–	212
2021 Q4	$300K	Hold	5,873	–	–	0.18%	30
2021 Q3	$300K	Buy	+5,873	New	+$300K	0.2%	33

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

Core Wealth Advisors (Florida)'s JMST Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 24,743 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #43.

Core Wealth Advisors (Florida) first reported a position in JMST in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.73M in Q2 2024. 558 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Core Wealth Advisors (Florida) held 24,743 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.26M as of Q2 2026.
Core Wealth Advisors (Florida) left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.25% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #43 holding.
Core Wealth Advisors (Florida) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 19 quarters since.
Core Wealth Advisors (Florida)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.73M in Q2 2024.
558 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.