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

Focus Financial Network’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 		$2.35M Buy
46,040
+109
+0.2% +$5.55K 0.07% 218
2026
Q1 		$2.34M Buy
45,931
+3,665
+9% +$187K 0.08% 190
2025
Q4 		$2.16M Sell
42,266
-1,493
-3% -$76.1K 0.08% 201
2025
Q3 		$2.23M Sell
43,759
-5,111
-10% -$260K 0.08% 187
2025
Q2 		$2.49M Sell
48,870
-2,811
-5% -$143K 0.1% 162
2025
Q1 		$2.63M Sell
51,681
-1,427
-3% -$72.5K 0.11% 146
2024
Q4 		$2.7M Sell
53,108
-402
-0.8% -$20.4K 0.11% 144
2024
Q3 		$2.73M Sell
53,510
-28,877
-35% -$1.47M 0.11% 140
2024
Q2 		$4.18M Buy
82,387
+16,628
+25% +$842K 0.18% 97
2024
Q1 		$3.33M Buy
65,759
+913
+1% +$46.3K 0.16% 117
2023
Q4 		$3.3M Buy
64,846
+16,461
+34% +$832K 0.12% 146
2023
Q3 		$2.44M Buy
48,385
+694
+1% +$35.1K 0.14% 131
2023
Q2 		$2.42M Buy
47,691
+13,340
+39% +$675K 0.13% 131
2023
Q1 		$1.74M Buy
34,351
+604
+2% +$30.6K 0.11% 154
2022
Q4 		$1.71M Buy
33,747
+1,262
+4% +$63.6K 0.14% 131
2022
Q3 		$1.63M Buy
32,485
+1,972
+6% +$99.7K 0.14% 129
2022
Q2 		$1.55M Buy
30,513
+6,035
+25% +$305K 0.13% 138
2022
Q1 		$1.24M Buy
+24,478
New +$1.24M 0.09% 173

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Financial Network's JMST Position: Q2 2026 in Review

Focus Financial Network increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.24% in Q2 2026, buying an estimated $5.55K and bringing the position to 46,040 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #218.

Focus Financial Network first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.18M in Q2 2024. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Focus Financial Network held 46,040 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.35M as of Q2 2026.
  • Focus Financial Network bought 109 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $5.55K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #218 holding.
  • Focus Financial Network first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Focus Financial Network's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.18M in Q2 2024.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.