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

Financial Perspectives’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	$42.5K	Hold	833	–	–	0.01%	354
2026 Q1	$42.5K	Buy	833 +5	+0.6%	+$255	0.01%	336
2025 Q4	$42.2K	Buy	828 +6	+0.7%	+$306	0.01%	333
2025 Q3	$42K	Buy	822 +6	+0.7%	+$306	0.01%	334
2025 Q2	$41.6K	Buy	816 +6	+0.7%	+$305	0.01%	328
2025 Q1	$41.2K	Buy	810 +6	+0.7%	+$305	0.01%	319
2024 Q4	$40.8K	Buy	804 +6	+0.8%	+$305	0.01%	320
2024 Q3	$40.6K	Buy	798 +7	+0.9%	+$356	0.01%	304
2024 Q2	$40.2K	Buy	+791	New	+$40.1K	0.01%	298

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

Financial Perspectives's JMST Position: Q2 2026 in Review

Financial Perspectives held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 833 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #354.

Financial Perspectives first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Financial Perspectives held 833 shares of JPMorgan Ultra-Short Municipal Income ETF worth $42.5K as of Q2 2026.
Financial Perspectives left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #354 holding.
Financial Perspectives first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.