CVA Family Office’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

CVA Family Office’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	$226K	Buy	4,437 +1,577	+55%	+$80.3K	0.02%	318
2026 Q1	$146K	Hold	2,860	–	–	0.02%	380
2025 Q4	$146K	Hold	2,860	–	–	0.02%	344
2025 Q3	$146K	Sell	2,860 -985	-26%	-$50.2K	0.02%	352
2025 Q2	$196K	Hold	3,845	–	–	0.03%	297
2025 Q1	$196K	Buy	3,845 +2,365	+160%	+$120K	0.03%	278
2024 Q4	$75.1K	Hold	1,480	–	–	0.01%	443
2024 Q3	$75.4K	Hold	1,480	–	–	0.01%	430
2024 Q2	$75.1K	Hold	1,480	–	–	0.01%	413
2024 Q1	$75.1K	Hold	1,480	–	–	0.01%	408
2023 Q4	$75.1K	Buy	+1,480	New	+$74.8K	0.01%	382
2023 Q3	–	Sell	-985	Closed	-$49.9K	–	610
2023 Q2	$49.9K	Hold	985	–	–	0.01%	451
2023 Q1	$50K	Buy	+985	New	+$49.9K	0.01%	443

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

CVA Family Office's JMST Position: Q2 2026 in Review

CVA Family Office increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 55% in Q2 2026, buying an estimated $80.3K and bringing the position to 4,437 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #318.

CVA Family Office first reported a position in JMST in Q1 2023 and has held it in 13 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

CVA Family Office held 4,437 shares of JPMorgan Ultra-Short Municipal Income ETF worth $226K as of Q2 2026.
CVA Family Office bought 1,577 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $80.3K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #318 holding.
CVA Family Office first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 13 quarters since.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.