EWM
JMST icon

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

Elmwood 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 		$7.62M Buy
149,352
+2,131
+1% +$109K 1.91% 12
2026
Q1 		$7.51M Sell
147,221
-7,111
-5% -$363K 2.08% 11
2025
Q4 		$7.86M Buy
154,332
+8,705
+6% +$443K 2.48% 5
2025
Q3 		$7.43M Buy
145,627
+4,128
+3% +$210K 2.63% 4
2025
Q2 		$7.21M Buy
141,499
+19,169
+16% +$973K 2.86% 4
2025
Q1 		$6.22M Buy
122,330
+15,111
+14% +$768K 2.55% 6
2024
Q4 		$5.44M Buy
107,219
+10,467
+11% +$532K 2.19% 11
2024
Q3 		$4.93M Buy
96,752
+18,025
+23% +$916K 2.03% 10
2024
Q2 		$4M Sell
78,727
-37,850
-32% -$1.92M 1.78% 10
2024
Q1 		$5.92M Buy
116,577
+8,342
+8% +$423K 2.53% 8
2023
Q4 		$5.49M Sell
108,235
-2,650
-2% -$134K 3.85% 3
2023
Q3 		$5.59M Sell
110,885
-5,945
-5% -$300K 2.7% 6
2023
Q2 		$5.92M Buy
116,830
+5,500
+5% +$278K 2.76% 5
2023
Q1 		$5.65M Buy
111,330
+18,809
+20% +$952K 2.67% 5
2022
Q4 		$4.68M Buy
92,521
+13,201
+17% +$666K 2.33% 5
2022
Q3 		$3.99M Buy
79,320
+9,750
+14% +$493K 1.99% 6
2022
Q2 		$3.52M Buy
69,570
+1,800
+3% +$91K 2% 9
2022
Q1 		$3.43M Buy
67,770
+3,900
+6% +$198K 1.76% 13
2021
Q4 		$3.26M Buy
+63,870
New +$3.26M 1.56% 13
2021
Q2 		$2.6M Buy
50,845
+16,150
+47% +$825K 1.37% 18
2021
Q1 		$1.77M Buy
+34,695
New +$1.77M 1.08% 30

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

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

Elmwood Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.4% in Q2 2026, buying an estimated $109K and bringing the position to 149,352 shares worth $7.62M. The position accounts for 1.91% of the portfolio, ranked #12.

Elmwood Wealth Management first reported a position in JMST in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.86M in Q4 2025. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Elmwood Wealth Management held 149,352 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.62M as of Q2 2026.
  • Elmwood Wealth Management bought 2,131 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $109K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.91% of Elmwood Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Elmwood Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 21 quarters since.
  • Elmwood Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.86M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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