Curran Financial Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Curran Financial Partners’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	$656K	Buy	12,856 +5,632	+78%	+$287K	0.1%	86
2026 Q1	$368K	Sell	7,224 -661	-8%	-$33.7K	0.07%	90
2025 Q4	$402K	Buy	7,885 +1,181	+18%	+$60.2K	0.08%	92
2025 Q3	$342K	Buy	6,704 +2,472	+58%	+$126K	0.07%	106
2025 Q2	$215K	Sell	4,232 -377	-8%	-$19.1K	0.05%	114
2025 Q1	$234K	Buy	+4,609	New	+$234K	0.06%	90

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

Curran Financial Partners's JMST Position: Q2 2026 in Review

Curran Financial Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 78% in Q2 2026, buying an estimated $287K and bringing the position to 12,856 shares worth $656K. The position accounts for 0.1% of the portfolio, ranked #86.

Curran Financial Partners first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Curran Financial Partners held 12,856 shares of JPMorgan Ultra-Short Municipal Income ETF worth $656K as of Q2 2026.
Curran Financial Partners bought 5,632 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $287K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Curran Financial Partners's portfolio in Q2 2026, its #86 holding.
Curran Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.