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

FSM 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 		$25.9M Buy
508,803
+31,678
+7% +$1.61M 2.76% 9
2026
Q1 		$24.3M Sell
477,125
-137,930
-22% -$7.04M 3.13% 9
2025
Q4 		$31.3M Buy
615,055
+15,629
+3% +$796K 4.29% 5
2025
Q3 		$30.6M Buy
599,426
+7,492
+1% +$382K 4.33% 4
2025
Q2 		$30.1M Sell
591,934
-3,525
-0.6% -$179K 4.89% 3
2025
Q1 		$30.3M Buy
595,459
+621
+0.1% +$31.6K 6.81% 1
2024
Q4 		$30.2M Buy
594,838
+1,140
+0.2% +$57.9K 7.39% 1
2024
Q3 		$30.2M Buy
593,698
+517,187
+676% +$26.3M 8.02% 1
2024
Q2 		$3.88M Buy
76,511
+4,444
+6% +$225K 1.3% 21
2024
Q1 		$3.66M Buy
72,067
+4,202
+6% +$213K 1.3% 22
2023
Q4 		$3.44M Buy
67,865
+457
+0.7% +$23.1K 1.46% 20
2023
Q3 		$3.4M Buy
67,408
+10,527
+19% +$532K 1.71% 18
2023
Q2 		$2.87M Buy
56,881
+10,185
+22% +$516K 1.44% 18
2023
Q1 		$2.37M Buy
46,696
+11,288
+32% +$572K 1.38% 19
2022
Q4 		$1.79M Buy
35,408
+2,944
+9% +$148K 1.27% 22
2022
Q3 		$1.63M Buy
32,464
+3,601
+12% +$182K 1.36% 19
2022
Q2 		$1.46M Buy
+28,863
New +$1.46M 1.45% 22

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FSM Wealth Advisors's JMST Position: Q2 2026 in Review

FSM Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.6% in Q2 2026, buying an estimated $1.61M and bringing the position to 508,803 shares worth $25.9M. The position accounts for 2.76% of the portfolio, ranked #9.

FSM Wealth Advisors first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $31.3M in Q4 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • FSM Wealth Advisors held 508,803 shares of JPMorgan Ultra-Short Municipal Income ETF worth $25.9M as of Q2 2026.
  • FSM Wealth Advisors bought 31,678 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.61M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 2.76% of FSM Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • FSM Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $31.3M in Q4 2025.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.