Farther Finance Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Farther Finance Advisors’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	$13.3M	Buy	260,393 +57,451	+28%	+$2.93M	0.1%	170
2026 Q1	$10.3M	Buy	202,942 +50,478	+33%	+$2.58M	0.1%	188
2025 Q4	$7.77M	Buy	152,464 +47,183	+45%	+$2.4M	0.08%	215
2025 Q3	$5.37M	Buy	105,281 +54,735	+108%	+$2.79M	0.08%	208
2025 Q2	$2.57M	Buy	50,546 +33,186	+191%	+$1.68M	0.05%	306
2025 Q1	$883K	Buy	17,360 +6,021	+53%	+$306K	0.02%	560
2024 Q4	$575K	Sell	11,339 -4,451	-28%	-$226K	0.02%	536
2024 Q3	$804K	Buy	15,790 +15,331	+3,340%	+$779K	0.03%	416
2024 Q2	$23.2K	Sell	459 -5,803	-93%	-$294K	﹤0.01%	1735
2024 Q1	$317K	Buy	6,262 +6,193	+8,975%	+$314K	0.02%	529
2023 Q4	$3.5K	Buy	+69	New	+$3.49K	﹤0.01%	2152

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

Farther Finance Advisors's JMST Position: Q2 2026 in Review

Farther Finance Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 28% in Q2 2026, buying an estimated $2.93M and bringing the position to 260,393 shares worth $13.3M. The position accounts for 0.1% of the portfolio, ranked #170.

Farther Finance Advisors first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Farther Finance Advisors held 260,393 shares of JPMorgan Ultra-Short Municipal Income ETF worth $13.3M as of Q2 2026.
Farther Finance Advisors bought 57,451 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.93M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #170 holding.
Farther Finance Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.