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Gerald Baker Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gerald Baker Financial Group’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 		$320K Buy
6,267
+431
+7% +$21.9K 0.09% 108
2026
Q1 		$298K Buy
+5,836
New +$298K 0.09% 103

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

Gerald Baker Financial Group's JMST Position: Q2 2026 in Review

Gerald Baker Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.4% in Q2 2026, buying an estimated $21.9K and bringing the position to 6,267 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #108.

Gerald Baker Financial Group first reported a position in JMST in Q1 2026 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Gerald Baker Financial Group held 6,267 shares of JPMorgan Ultra-Short Municipal Income ETF worth $320K as of Q2 2026.
  • Gerald Baker Financial Group bought 431 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $21.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Gerald Baker Financial Group's portfolio in Q2 2026, its #108 holding.
  • Gerald Baker Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.