Focus Partners Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Focus Partners Wealth’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	$26.7M	Buy	524,475 +70,670	+16%	+$3.6M	0.03%	443
2026 Q1	$23.3M	Sell	453,805 -39,714	-8%	-$2.03M	0.03%	457
2025 Q4	$25.2M	Buy	493,519 +165,179	+50%	+$8.41M	0.03%	435
2025 Q3	$16.8M	Sell	328,340 -76,486	-19%	-$3.9M	0.03%	433
2025 Q2	$20.6M	Sell	404,826 -25,592	-6%	-$1.3M	0.04%	353
2025 Q1	$21.9M	Sell	430,418 -61,074	-12%	-$3.1M	0.05%	309
2024 Q4	$24.9M	Buy	491,492 +167,556	+52%	+$8.51M	0.06%	277
2024 Q3	$85M	Sell	323,936 -3,215	-1%	-$163K	0.27%	79
2024 Q2	$16.6M	Buy	327,151 +143,689	+78%	+$7.28M	0.06%	273
2024 Q1	$9.31M	Buy	183,462 +2,293	+1%	+$116K	0.08%	229
2023 Q4	$9.19M	Buy	+181,169	New	+$9.16M	0.12%	164

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

Focus Partners Wealth's JMST Position: Q2 2026 in Review

Focus Partners Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, buying an estimated $3.6M and bringing the position to 524,475 shares worth $26.7M. The position accounts for 0.03% of the portfolio, ranked #443.

Focus Partners Wealth first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $85M in Q3 2024. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Focus Partners Wealth held 524,475 shares of JPMorgan Ultra-Short Municipal Income ETF worth $26.7M as of Q2 2026.
Focus Partners Wealth bought 70,670 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.6M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #443 holding.
Focus Partners Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $85M in Q3 2024.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.