Dogwood Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Dogwood Wealth Management’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	$196K	Sell	3,848 -400	-9%	-$20.4K	0.08%	78
2026 Q1	$217K	Sell	4,248 -376	-8%	-$19.2K	0.09%	82
2025 Q4	$236K	Sell	4,624 -391	-8%	-$19.9K	0.1%	90
2025 Q3	$256K	Sell	5,015 -4	-0.1%	-$204	0.12%	86
2025 Q2	$255K	Sell	5,019 -1,188	-19%	-$60.3K	0.12%	90
2025 Q1	$316K	Sell	6,207 -802	-11%	-$40.8K	0.17%	82
2024 Q4	$355K	Buy	7,009 +38	+0.5%	+$1.93K	0.19%	81
2024 Q3	$355K	Buy	6,971 +49	+0.7%	+$2.49K	0.2%	81
2024 Q2	$351K	Sell	6,922 -119	-2%	-$6.03K	0.22%	65
2024 Q1	$357K	Buy	7,041 +6,110	+656%	+$310K	0.24%	60
2023 Q4	$47.2K	Buy	+931	New	+$47.1K	0.04%	125

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

Dogwood Wealth Management's JMST Position: Q2 2026 in Review

Dogwood Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.4% in Q2 2026, selling an estimated $20.4K and leaving 3,848 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #78.

Dogwood Wealth Management first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $357K in Q1 2024. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Dogwood Wealth Management held 3,848 shares of JPMorgan Ultra-Short Municipal Income ETF worth $196K as of Q2 2026.
Dogwood Wealth Management sold 400 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $20.4K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Dogwood Wealth Management's portfolio in Q2 2026, its #78 holding.
Dogwood Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $357K in Q1 2024.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.