Geneos Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Geneos Wealth Management’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	$4.06M	Sell	79,620 -2,445	-3%	-$125K	0.08%	257
2026 Q1	$4.18M	Sell	82,065 -14,907	-15%	-$761K	0.1%	231
2025 Q4	$4.94M	Sell	96,972 -7,971	-8%	-$406K	0.12%	204
2025 Q3	$5.36M	Buy	104,943 +64,000	+156%	+$3.26M	0.14%	191
2025 Q2	$2.08M	Buy	40,943 +2,877	+8%	+$146K	0.05%	359
2025 Q1	$1.94M	Buy	38,066 +27,818	+271%	+$1.41M	0.03%	498
2024 Q4	$520K	Buy	10,248 +7,085	+224%	+$360K	0.02%	575
2024 Q3	$161K	Hold	3,163	–	–	0.01%	828
2024 Q2	$161K	Buy	+3,163	New	+$160K	0.01%	753

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

Geneos Wealth Management's JMST Position: Q2 2026 in Review

Geneos Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3% in Q2 2026, selling an estimated $125K and leaving 79,620 shares worth $4.06M. The position accounts for 0.08% of the portfolio, ranked #257.

Geneos Wealth Management first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.36M in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Geneos Wealth Management held 79,620 shares of JPMorgan Ultra-Short Municipal Income ETF worth $4.06M as of Q2 2026.
Geneos Wealth Management sold 2,445 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $125K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Geneos Wealth Management's portfolio in Q2 2026, its #257 holding.
Geneos Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Geneos Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.36M in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.