Fourth Dimension Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Fourth Dimension 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	$718K	Sell	14,077 -2,136	-13%	-$109K	0.23%	78
2026 Q1	$827K	Sell	16,213 -525	-3%	-$26.8K	0.31%	56
2025 Q4	$853K	Buy	16,738 +833	+5%	+$42.4K	0.31%	55
2025 Q3	$812K	Sell	15,905 -3,006	-16%	-$153K	0.31%	55
2025 Q2	$963K	Buy	18,911 +2,017	+12%	+$102K	0.41%	50
2025 Q1	$859K	Buy	16,894 +77	+0.5%	+$3.91K	0.42%	48
2024 Q4	$853K	Buy	+16,817	New	+$854K	0.45%	43

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

Fourth Dimension Wealth's JMST Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2026, selling an estimated $109K and leaving 14,077 shares worth $718K. The position accounts for 0.23% of the portfolio, ranked #78.

Fourth Dimension Wealth first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $963K in Q2 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Fourth Dimension Wealth held 14,077 shares of JPMorgan Ultra-Short Municipal Income ETF worth $718K as of Q2 2026.
Fourth Dimension Wealth sold 2,136 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $109K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.23% of Fourth Dimension Wealth's portfolio in Q2 2026, its #78 holding.
Fourth Dimension Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $963K in Q2 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.