Corient Private Wealth
JMST icon

Corient Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Corient Private Wealth’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 		$32.1M Sell
630,077
-253,766
-29% -$12.9M 0.04% 311
2026
Q1 		$45.1M Sell
883,843
-9,368
-1% -$478K 0.06% 254
2025
Q4 		$45.5M Buy
893,211
+520,911
+140% +$26.5M 0.06% 255
2025
Q3 		$19M Sell
372,300
-520,895
-58% -$26.5M 0.03% 398
2025
Q2 		$45.5M Sell
893,195
-25,526
-3% -$1.3M 0.06% 246
2025
Q1 		$46.7M Buy
918,721
+222,840
+32% +$11.3M 0.08% 230
2024
Q4 		$35.3M Buy
695,881
+161,884
+30% +$8.22M 0.06% 279
2024
Q3 		$27.2M Buy
533,997
+24,589
+5% +$1.25M 0.04% 365
2024
Q2 		$25.8M Sell
509,408
-2,783
-0.5% -$141K 0.05% 339
2024
Q1 		$26M Buy
512,191
+17,416
+4% +$883K 0.05% 339
2023
Q4 		$25.1M Buy
494,775
+18,051
+4% +$913K 0.05% 341
2023
Q3 		$24.1M Sell
476,724
-27,388
-5% -$1.38M 0.06% 305
2023
Q2 		$25.5M Sell
504,112
-34,408
-6% -$1.74M 0.06% 293
2023
Q1 		$27.4M Sell
538,520
-95,338
-15% -$4.83M 0.07% 259
2022
Q4 		$32M Buy
+633,858
New +$32M 0.12% 193

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

Corient Private Wealth's JMST Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 29% in Q2 2026, selling an estimated $12.9M and leaving 630,077 shares worth $32.1M. The position accounts for 0.04% of the portfolio, ranked #311.

Corient Private Wealth first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.7M in Q1 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Corient Private Wealth held 630,077 shares of JPMorgan Ultra-Short Municipal Income ETF worth $32.1M as of Q2 2026.
  • Corient Private Wealth sold 253,766 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $12.9M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #311 holding.
  • Corient Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $46.7M in Q1 2025.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.