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

Gateway 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 		$1.31M Sell
25,620
-27,096
-51% -$1.38M 0.08% 251
2026
Q1 		$2.69M Buy
52,716
+33,684
+177% +$1.72M 0.1% 210
2025
Q4 		$969K Buy
+19,032
New +$970K 0.11% 188

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

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

Gateway Wealth Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 51% in Q2 2026, selling an estimated $1.38M and leaving 25,620 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #251.

Gateway Wealth Partners first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69M in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Gateway Wealth Partners held 25,620 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.31M as of Q2 2026.
  • Gateway Wealth Partners sold 27,096 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.38M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • Gateway Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.69M in Q1 2026.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.