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Financial Gravity Companies’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$13.7K Buy
+270
New +$13.7K ﹤0.01% 526
2024
Q4 		$13.7K Hold
270
– – ﹤0.01% 507
2024
Q3 		$13.8K Buy
+270
New +$13.7K ﹤0.01% 312

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Gravity Companies's JMST Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025: 270 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in JMST as recently as Q4 2024.

Financial Gravity Companies first reported a position in JMST in Q3 2024 and has held it in 3 quarters since. The position peaked at $13.8K in Q3 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • Financial Gravity Companies held 270 shares of JPMorgan Ultra-Short Municipal Income ETF worth $13.7K as of Q2 2025.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Financial Gravity Companies position in Q2 2025.
  • JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #526 holding.
  • Financial Gravity Companies first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.8K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.