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

Founders Grove Wealth Partners’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	$1.92M	Buy	37,719 +9,147	+32%	+$466K	0.38%	58
2026 Q1	$1.46M	Buy	28,572 +2	+0%	+$102	0.33%	64
2025 Q4	$1.46M	Buy	28,570 +11,258	+65%	+$573K	0.33%	60
2025 Q3	$884K	Sell	17,312 -15,313	-47%	-$780K	0.21%	82
2025 Q2	$1.66M	Sell	32,625 -8,282	-20%	-$420K	0.42%	53
2025 Q1	$2.08M	Buy	40,907 +9,014	+28%	+$458K	0.58%	44
2024 Q4	$1.62M	Buy	+31,893	New	+$1.62M	0.47%	51

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

Founders Grove Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 32% in Q2 2026, buying an estimated $466K and bringing the position to 37,719 shares worth $1.92M. The position accounts for 0.38% of the portfolio, ranked #58.

Founders Grove Wealth Partners first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q1 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Founders Grove Wealth Partners held 37,719 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.92M as of Q2 2026.
Founders Grove Wealth Partners bought 9,147 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $466K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.38% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #58 holding.
Founders Grove Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.08M in Q1 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.