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Forza Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Forza Wealth Management’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 		$5.43M Sell
106,400
-2,800
-3% -$143K 1.66% 13
2026
Q1 		$5.57M Hold
109,200
– – 1.94% 9
2025
Q4 		$5.56M Sell
109,200
-2,000
-2% -$102K 2.01% 11
2025
Q3 		$5.68M Buy
111,200
+10,000
+10% +$510K 2.17% 8
2025
Q2 		$5.15M Buy
101,200
+10,500
+12% +$533K 2.11% 10
2025
Q1 		$4.61M Buy
90,700
+59,400
+190% +$3.02M 2.07% 9
2024
Q4 		$1.59M Buy
31,300
+16,400
+110% +$833K 0.72% 38
2024
Q3 		$759K Hold
14,900
– – 0.35% 75
2024
Q2 		$756K Hold
14,900
– – 0.39% 71
2024
Q1 		$756K Hold
14,900
– – 0.39% 67
2023
Q4 		$756K Buy
14,900
+5,100
+52% +$258K 0.42% 65
2023
Q3 		$494K Hold
9,800
– – 0.26% 111
2023
Q2 		$496K Hold
9,800
– – 0.25% 118
2023
Q1 		$498K Hold
9,800
– – 0.26% 117
2022
Q4 		$495K Buy
+9,800
New +$494K 0.33% 84

Other funds holding JMST

WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Forza Wealth Management's JMST Position: Q2 2026 in Review

Forza Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.6% in Q2 2026, selling an estimated $143K and leaving 106,400 shares worth $5.43M. The position accounts for 1.66% of the portfolio, ranked #13.

Forza Wealth Management first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.68M in Q3 2025. 135 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Forza Wealth Management held 106,400 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.43M as of Q2 2026.
  • Forza Wealth Management sold 2,800 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $143K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.66% of Forza Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Forza Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.68M in Q3 2025.
  • 135 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.