First Foundation Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

First Foundation 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	$345K	Sell	6,774 -43	-0.6%	-$2.19K	0.01%	286
2026 Q1	$348K	Hold	6,817	–	–	0.01%	275
2025 Q4	$347K	Sell	6,817 -881	-11%	-$44.9K	0.01%	262
2025 Q3	$393K	Sell	7,698 -9,045	-54%	-$461K	0.01%	253
2025 Q2	$853K	Sell	16,743 -17,608	-51%	-$894K	0.03%	201
2025 Q1	$1.75M	Sell	34,351 -916	-3%	-$46.5K	0.07%	134
2024 Q4	$1.79M	Sell	35,267 -3,725	-10%	-$189K	0.07%	131
2024 Q3	$1.99M	Sell	38,992 -2,866	-7%	-$146K	0.07%	126
2024 Q2	$2.12M	Sell	41,858 -4,294	-9%	-$218K	0.08%	114
2024 Q1	$2.34M	Sell	46,152 -42,065	-48%	-$2.13M	0.09%	109
2023 Q4	$4.48M	Sell	88,217 -45,398	-34%	-$2.3M	0.2%	73
2023 Q3	$6.74M	Sell	133,615 -50,367	-27%	-$2.55M	0.31%	66
2023 Q2	$9.32M	Sell	183,982 -116,556	-39%	-$5.9M	0.4%	59
2023 Q1	$15.3M	Sell	300,538 -261,156	-46%	-$13.2M	0.7%	43
2022 Q4	$28.4M	Buy	561,694 +60,914	+12%	+$3.07M	1.36%	18
2022 Q3	$25.2M	Buy	500,780 +4,405	+0.9%	+$223K	1.23%	22
2022 Q2	$25.1M	Buy	496,375 +117,772	+31%	+$5.95M	1.11%	23
2022 Q1	$19.2M	Buy	378,603 +65,892	+21%	+$3.35M	0.69%	37
2021 Q4	$16M	Sell	312,711 -2,160	-0.7%	-$110K	0.55%	50
2021 Q3	$16.1M	Buy	314,871 +68,023	+28%	+$3.47M	0.6%	45
2021 Q2	$12.6M	Buy	+246,848	New	+$12.6M	0.49%	52

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

First Foundation Advisors's JMST Position: Q2 2026 in Review

First Foundation Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.63% in Q2 2026, selling an estimated $2.19K and leaving 6,774 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #286.

First Foundation Advisors first reported a position in JMST in Q2 2021 and has held it in 21 quarters since. The position peaked at $28.4M in Q4 2022. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

First Foundation Advisors held 6,774 shares of JPMorgan Ultra-Short Municipal Income ETF worth $345K as of Q2 2026.
First Foundation Advisors sold 43 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.19K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #286 holding.
First Foundation Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 21 quarters since.
First Foundation Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $28.4M in Q4 2022.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.