Genesis Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Genesis Private 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	$615K	Sell	12,052 -48	-0.4%	-$2.44K	0.17%	78
2026 Q1	$617K	Sell	12,100 -33	-0.3%	-$1.68K	0.19%	76
2025 Q4	$618K	Sell	12,133 -429	-3%	-$21.9K	0.19%	75
2025 Q3	$641K	Hold	12,562	–	–	0.27%	50
2025 Q2	$640K	Sell	12,562 -277	-2%	-$14.1K	0.3%	44
2025 Q1	$653K	Buy	12,839 +551	+4%	+$28K	0.35%	41
2024 Q4	$623K	Buy	+12,288	New	+$624K	0.34%	41

Other funds holding JMST

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Genesis Private Wealth's JMST Position: Q2 2026 in Review

Genesis Private Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.4% in Q2 2026, selling an estimated $2.44K and leaving 12,052 shares worth $615K. The position accounts for 0.17% of the portfolio, ranked #78.

Genesis Private Wealth first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $653K in Q1 2025. 150 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Genesis Private Wealth held 12,052 shares of JPMorgan Ultra-Short Municipal Income ETF worth $615K as of Q2 2026.
Genesis Private Wealth sold 48 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.44K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.17% of Genesis Private Wealth's portfolio in Q2 2026, its #78 holding.
Genesis Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $653K in Q1 2025.
150 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.