Csenge Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Csenge Advisory 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	$449K	Buy	8,795 +1	+0%	+$51	0.02%	492
2026 Q1	$448K	Buy	8,794 +1,870	+27%	+$95.4K	0.02%	461
2025 Q4	$353K	Buy	6,924 +92	+1%	+$4.69K	0.02%	520
2025 Q3	$349K	Sell	6,832 -452	-6%	-$23K	0.02%	509
2025 Q2	$370K	Buy	7,284 +1,980	+37%	+$100K	0.02%	501
2025 Q1	$269K	Buy	+5,304	New	+$270K	0.02%	559

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

Csenge Advisory Group's JMST Position: Q2 2026 in Review

Csenge Advisory Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.01% in Q2 2026, buying an estimated $51 and bringing the position to 8,795 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #492.

Csenge Advisory Group first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Csenge Advisory Group held 8,795 shares of JPMorgan Ultra-Short Municipal Income ETF worth $449K as of Q2 2026.
Csenge Advisory Group bought 1 JPMorgan Ultra-Short Municipal Income ETF share in Q2 2026, an estimated $51.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #492 holding.
Csenge Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.