Founders Financial Securities’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Founders Financial Securities’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	–	Sell	-5,026	Closed	-$256K	–	568
2026 Q1	$256K	Sell	5,026 -25,940	-84%	-$1.32M	0.01%	475
2025 Q4	$1.58M	Sell	30,966 -615	-2%	-$31.3K	0.09%	206
2025 Q3	$1.61M	Buy	31,581 +2,691	+9%	+$137K	0.11%	182
2025 Q2	$1.47M	Sell	28,890 -1,600	-5%	-$81.2K	0.11%	185
2025 Q1	$1.55M	Buy	+30,490	New	+$1.55M	0.13%	147

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

Founders Financial Securities's JMST Position: Q2 2026 in Review

Founders Financial Securities sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 5,026 shares — an estimated $256K sold.

Founders Financial Securities first reported a position in JMST in Q1 2025 and held it in 5 quarters. The position peaked at $1.61M in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Founders Financial Securities reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Founders Financial Securities sold 5,026 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $256K.
Founders Financial Securities first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 5 quarters.
Founders Financial Securities's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.61M in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.