Cornerstone Planning Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Cornerstone Planning Group’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	$32.1K	Sell	632 -155	-20%	-$7.89K	﹤0.01%	520
2026 Q1	$40K	Buy	787 +7	+0.9%	+$357	0.01%	457
2025 Q4	$39.9K	Buy	780 +5	+0.6%	+$255	0.01%	399
2025 Q3	$39.5K	Buy	775 +4	+0.5%	+$204	0.01%	395
2025 Q2	$39.3K	Buy	771 +7	+0.9%	+$355	0.01%	281
2025 Q1	$38.7K	Sell	764 -221	-22%	-$11.2K	0.01%	284
2024 Q4	$50.1K	Buy	985 +7	+0.7%	+$356	0.01%	184
2024 Q3	$49.7K	Buy	978 +3	+0.3%	+$152	0.01%	190
2024 Q2	$49.5K	Buy	+975	New	+$49.4K	0.01%	201

Other funds holding JMST

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Cornerstone Planning Group's JMST Position: Q2 2026 in Review

Cornerstone Planning Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 20% in Q2 2026, selling an estimated $7.89K and leaving 632 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Cornerstone Planning Group first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. The position peaked at $50.1K in Q4 2024. 386 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Cornerstone Planning Group held 632 shares of JPMorgan Ultra-Short Municipal Income ETF worth $32.1K as of Q2 2026.
Cornerstone Planning Group sold 155 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $7.89K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #520 holding.
Cornerstone Planning Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $50.1K in Q4 2024.
386 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.