Gladstone Institutional Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gladstone Institutional Advisory’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	$867K	Buy	17,006 +9,324	+121%	+$475K	0.03%	446
2026 Q1	$392K	Sell	7,682 -2,474	-24%	-$126K	0.01%	594
2025 Q4	$517K	Buy	10,156 +1,069	+12%	+$54.5K	0.02%	493
2025 Q3	$464K	Buy	9,087 +4,623	+104%	+$236K	0.02%	534
2025 Q2	$227K	Buy	4,464 +35	+0.8%	+$1.78K	0.01%	676
2025 Q1	$225K	Buy	+4,429	New	+$225K	0.01%	660

Other funds holding JMST

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ICP

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

Gladstone Institutional Advisory's JMST Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 121% in Q2 2026, buying an estimated $475K and bringing the position to 17,006 shares worth $867K. The position accounts for 0.03% of the portfolio, ranked #446.

Gladstone Institutional Advisory first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Gladstone Institutional Advisory held 17,006 shares of JPMorgan Ultra-Short Municipal Income ETF worth $867K as of Q2 2026.
Gladstone Institutional Advisory bought 9,324 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $475K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #446 holding.
Gladstone Institutional Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
222 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.