Family Office Research’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Family Office Research’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	$560K	Buy	10,978 +70	+0.6%	+$3.56K	0.21%	48
2026 Q1	$556K	Buy	10,908 +69	+0.6%	+$3.52K	0.24%	42
2025 Q4	$553K	Buy	10,839 +73	+0.7%	+$3.72K	0.23%	45
2025 Q3	$550K	Buy	10,766 +76	+0.7%	+$3.87K	0.24%	46
2025 Q2	$544K	Buy	10,690 +81	+0.8%	+$4.11K	0.26%	39
2025 Q1	$540K	Buy	10,609 +77	+0.7%	+$3.91K	0.26%	39
2024 Q4	$534K	Buy	+10,532	New	+$535K	0.23%	43

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Family Office Research's JMST Position: Q2 2026 in Review

Family Office Research increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.64% in Q2 2026, buying an estimated $3.56K and bringing the position to 10,978 shares worth $560K. The position accounts for 0.21% of the portfolio, ranked #48.

Family Office Research first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Family Office Research held 10,978 shares of JPMorgan Ultra-Short Municipal Income ETF worth $560K as of Q2 2026.
Family Office Research bought 70 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.56K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.21% of Family Office Research's portfolio in Q2 2026, its #48 holding.
Family Office Research first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.