Daymark Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Daymark Wealth 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	$1.82M	Buy	35,707 +4,222	+13%	+$215K	0.04%	261
2026 Q1	$1.61M	Sell	31,485 -229	-0.7%	-$11.7K	0.05%	236
2025 Q4	$1.62M	Buy	31,714 +125	+0.4%	+$6.37K	0.05%	220
2025 Q3	$1.61M	Buy	31,589 +9,083	+40%	+$463K	0.05%	219
2025 Q2	$1.15M	Buy	22,506 +3,970	+21%	+$201K	0.04%	245
2025 Q1	$943K	Sell	18,536 -55	-0.3%	-$2.79K	0.04%	248
2024 Q4	$943K	Sell	18,591 -384	-2%	-$19.5K	0.04%	245
2024 Q3	$967K	Sell	18,975 -12,001	-39%	-$610K	0.04%	251
2024 Q2	$1.57M	Buy	30,976 +7,031	+29%	+$356K	0.07%	182
2024 Q1	$1.21M	Buy	23,945 +7,422	+45%	+$377K	0.07%	178
2023 Q4	$838K	Hold	16,523	–	–	0.05%	200
2023 Q3	$834K	Buy	16,523 +8,970	+119%	+$453K	0.06%	186
2023 Q2	$383K	Buy	7,553 +2,053	+37%	+$104K	0.03%	266
2023 Q1	$279K	Buy	+5,500	New	+$278K	0.04%	246

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

Daymark Wealth Partners's JMST Position: Q2 2026 in Review

Daymark Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2026, buying an estimated $215K and bringing the position to 35,707 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #261.

Daymark Wealth Partners first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Daymark Wealth Partners held 35,707 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.82M as of Q2 2026.
Daymark Wealth Partners bought 4,222 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $215K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #261 holding.
Daymark Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.