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

Elevation 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	$142K	Hold	2,790	–	–	0.04%	164
2026 Q1	$142K	Hold	2,790	–	–	0.05%	143
2025 Q4	$142K	Hold	2,790	–	–	0.05%	138
2025 Q3	$142K	Hold	2,790	–	–	0.05%	141
2025 Q2	$142K	Hold	2,790	–	–	0.06%	141
2025 Q1	$141K	Hold	2,790	–	–	0.06%	132
2024 Q4	$141K	Hold	2,790	–	–	0.06%	136
2024 Q3	$142K	Hold	2,790	–	–	0.06%	138
2024 Q2	$142K	Hold	2,790	–	–	0.07%	135
2024 Q1	$142K	Hold	2,790	–	–	0.07%	132
2023 Q4	$142K	Hold	2,790	–	–	0.08%	123
2023 Q3	$141K	Sell	2,790 -1,980	-42%	-$100K	0.12%	76
2023 Q2	$242K	Hold	4,770	–	–	0.2%	52
2023 Q1	$242K	Buy	+4,770	New	+$242K	0.22%	53

Other funds holding JMST

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Elevation Wealth Partners held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 2,790 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #164.

Elevation Wealth Partners first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. The position peaked at $242K in Q1 2023. 257 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Elevation Wealth Partners held 2,790 shares of JPMorgan Ultra-Short Municipal Income ETF worth $142K as of Q2 2026.
Elevation Wealth Partners left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #164 holding.
Elevation Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $242K in Q1 2023.
257 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.