EIP
JMST icon

Essential Investment Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Essential Investment 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 		$35.7K Hold
700
– – 0.03% 167
2026
Q1 		$35.7K Buy
700
+300
+75% +$15.3K 0.03% 158
2025
Q4 		$20.4K Buy
+400
New +$20.4K 0.02% 170

Other funds holding JMST

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
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
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
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 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

Essential Investment Partners's JMST Position: Q2 2026 in Review

Essential Investment Partners held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 700 shares worth $35.7K. The position accounts for 0.03% of the portfolio, ranked #167.

Essential Investment Partners first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Essential Investment Partners held 700 shares of JPMorgan Ultra-Short Municipal Income ETF worth $35.7K as of Q2 2026.
  • Essential Investment Partners left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Essential Investment Partners's portfolio in Q2 2026, its #167 holding.
  • Essential Investment Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.