Forvis Mazars Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Forvis Mazars Wealth 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	$655K	Sell	12,834 -2,061	-14%	-$105K	0.01%	266
2026 Q1	$759K	Buy	14,895 +9,804	+193%	+$500K	0.01%	235
2025 Q4	$259K	Sell	5,091 -17,988	-78%	-$916K	﹤0.01%	372
2025 Q3	$1.18M	Buy	23,079 +18,555	+410%	+$946K	0.02%	194
2025 Q2	$230K	Buy	+4,524	New	+$230K	0.01%	382
2023 Q1	–	Sell	-4,432	Closed	-$224K	–	412
2022 Q4	$224K	Sell	4,432 -7,306	-62%	-$368K	0.01%	364
2022 Q3	$590K	Buy	11,738 +5,365	+84%	+$271K	0.02%	240
2022 Q2	$323K	Sell	6,373 -24,926	-80%	-$1.26M	0.01%	314
2022 Q1	$1.58M	Sell	31,299 -3,135	-9%	-$159K	0.07%	122
2021 Q4	$1.76M	Buy	34,434 +16,811	+95%	+$858K	0.07%	111
2021 Q3	$900K	Buy	+17,623	New	+$900K	0.04%	138

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

Forvis Mazars Wealth Advisors's JMST Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 14% in Q2 2026, selling an estimated $105K and leaving 12,834 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #266.

Forvis Mazars Wealth Advisors first reported a position in JMST in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.76M in Q4 2021. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Forvis Mazars Wealth Advisors held 12,834 shares of JPMorgan Ultra-Short Municipal Income ETF worth $655K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 2,061 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $105K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #266 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.76M in Q4 2021.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.