Envestnet Asset Management
JMST icon

Envestnet Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Envestnet Asset 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 		$14.5M Buy
283,757
+30,660
+12% +$1.56M ﹤0.01% 1686
2026
Q1 		$12.9M Sell
253,097
-137,438
-35% -$7.01M ﹤0.01% 1651
2025
Q4 		$19.9M Buy
390,535
+121,782
+45% +$6.2M 0.01% 1213
2025
Q3 		$13.7M Buy
268,753
+19,752
+8% +$1.01M ﹤0.01% 1555
2025
Q2 		$12.7M Sell
249,001
-194,613
-44% -$9.88M ﹤0.01% 1580
2025
Q1 		$22.6M Buy
443,614
+224,977
+103% +$11.4M 0.01% 1116
2024
Q4 		$11.1M Sell
218,637
-168,163
-43% -$8.54M ﹤0.01% 1566
2024
Q3 		$19.7M Buy
386,800
+176,594
+84% +$8.98M 0.01% 1194
2024
Q2 		$10.7M Sell
210,206
-33,759
-14% -$1.71M ﹤0.01% 1513
2024
Q1 		$12.4M Sell
243,965
-83,331
-25% -$4.23M ﹤0.01% 1393
2023
Q4 		$16.6M Buy
327,296
+83,703
+34% +$4.23M 0.01% 1142
2023
Q3 		$12.3M Sell
243,593
-25,494
-9% -$1.29M 0.01% 1245
2023
Q2 		$13.6M Buy
269,087
+46,289
+21% +$2.34M 0.01% 1119
2023
Q1 		$11.3M Sell
222,798
-518,532
-70% -$26.3M 0.01% 1175
2022
Q4 		$37.5M Buy
741,330
+190,270
+35% +$9.6M 0.02% 564
2022
Q3 		$27.7M Buy
551,060
+181,220
+49% +$9.16M 0.02% 628
2022
Q2 		$18.7M Buy
369,840
+94,737
+34% +$4.79M 0.01% 820
2022
Q1 		$13.9M Buy
275,103
+191,159
+228% +$9.71M 0.01% 1028
2021
Q4 		$4.29M Buy
83,944
+15,354
+22% +$784K ﹤0.01% 1680
2021
Q3 		$3.5M Buy
68,590
+5,930
+9% +$303K ﹤0.01% 1742
2021
Q2 		$3.2M Buy
62,660
+2,118
+3% +$108K ﹤0.01% 1773
2021
Q1 		$3.09M Buy
60,542
+13,436
+29% +$686K ﹤0.01% 1691
2020
Q4 		$2.4M Sell
47,106
-8,484
-15% -$433K ﹤0.01% 1646
2020
Q3 		$2.83M Buy
55,590
+17,968
+48% +$917K ﹤0.01% 1424
2020
Q2 		$1.92M Sell
37,622
-2,496
-6% -$127K ﹤0.01% 1597
2020
Q1 		$2.02M Sell
40,118
-7,169
-15% -$362K ﹤0.01% 1411
2019
Q4 		$2.39M Sell
47,287
-6,056
-11% -$306K ﹤0.01% 1502
2019
Q3 		$2.69M Sell
53,343
-1,718
-3% -$86.8K ﹤0.01% 1385
2019
Q2 		$2.78M Buy
+55,061
New +$2.77M ﹤0.01% 1362

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's JMST Position: Q2 2026 in Review

Envestnet Asset Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q2 2026, buying an estimated $1.56M and bringing the position to 283,757 shares worth $14.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Envestnet Asset Management first reported a position in JMST in Q2 2019 and has held it in 29 quarters since. The position peaked at $37.5M in Q4 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Envestnet Asset Management held 283,757 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14.5M as of Q2 2026.
  • Envestnet Asset Management bought 30,660 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.56M.
  • JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1686 holding.
  • Envestnet Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 29 quarters since.
  • Envestnet Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $37.5M in Q4 2022.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.