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Evergreen Wealth Solutions’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Evergreen Wealth Solutions’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 		$3.97M Buy
78,002
+8,466
+12% +$431K 0.21% 85
2026
Q1 		$3.54M Buy
69,536
+1,219
+2% +$62.2K 0.25% 79
2025
Q4 		$3.48M Sell
68,317
-3,518
-5% -$179K 0.49% 38
2025
Q3 		$3.67M Sell
71,835
-8,433
-11% -$430K 2.07% 6
2025
Q2 		$4.09M Sell
80,268
-3,800
-5% -$193K 2.46% 7
2025
Q1 		$4.27M Buy
84,068
+47,210
+128% +$2.4M 2.88% 7
2024
Q4 		$1.87M Buy
36,858
+19,257
+109% +$978K 1.3% 13
2024
Q3 		$897K Sell
17,601
-2,436
-12% -$124K 0.61% 29
2024
Q2 		$1.02M Sell
20,037
-7,534
-27% -$382K 0.72% 27
2024
Q1 		$1.4M Sell
27,571
-16,849
-38% -$855K 1.04% 20
2023
Q4 		$2.25M Buy
44,420
+24,219
+120% +$1.22M 1.93% 7
2023
Q3 		$1.02M Buy
20,201
+195
+1% +$9.86K 1.03% 27
2023
Q2 		$1.01M Sell
20,006
-5,297
-21% -$268K 1.02% 33
2023
Q1 		$1.28M Buy
25,303
+5,227
+26% +$265K 1.49% 21
2022
Q4 		$1.01M Sell
20,076
-14,549
-42% -$734K 1.34% 25
2022
Q3 		$1.74M Sell
34,625
-16,625
-32% -$840K 2.47% 6
2022
Q2 		$2.6M Buy
+51,250
New +$2.59M 3.19% 4

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

Evergreen Wealth Solutions's JMST Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q2 2026, buying an estimated $431K and bringing the position to 78,002 shares worth $3.97M. The position accounts for 0.21% of the portfolio, ranked #85.

Evergreen Wealth Solutions first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.27M in Q1 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Evergreen Wealth Solutions held 78,002 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.97M as of Q2 2026.
  • Evergreen Wealth Solutions bought 8,466 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $431K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.21% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #85 holding.
  • Evergreen Wealth Solutions first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Evergreen Wealth Solutions's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.27M in Q1 2025.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.