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Global Retirement Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Global Retirement 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 		$1.79M Buy
+35,152
New +$1.79M 0.03% 531
2025
Q4 		$3.38M Buy
66,317
+6,004
+10% +$306K 0.06% 298
2025
Q3 		$3.08M Buy
60,313
+1,629
+3% +$83K 0.07% 262
2025
Q2 		$2.99M Buy
+58,684
New +$2.98M 0.07% 243
2024
Q4 		$2.82M Buy
55,690
+4,532
+9% +$230K 0.08% 235
2024
Q3 		$2.61M Sell
51,158
-1,801
-3% -$91.5K 0.08% 242
2024
Q2 		$2.69M Sell
52,959
-1,728
-3% -$87.5K 0.08% 224
2024
Q1 		$2.77M Sell
54,687
-43,867
-45% -$2.23M 0.1% 197
2023
Q4 		$5M Buy
98,554
+35,975
+57% +$1.82M 0.21% 103
2023
Q3 		$3.15M Sell
62,579
-3,151
-5% -$159K 0.16% 132
2023
Q2 		$3.33M Buy
65,730
+2,721
+4% +$138K 0.16% 130
2023
Q1 		$3.19M Buy
63,009
+56,264
+834% +$2.85M 0.17% 131
2022
Q4 		$341K Buy
6,745
+6,136
+1,008% +$309K 0.02% 447
2022
Q3 		$31K Sell
609
-3,008
-83% -$152K ﹤0.01% 1195
2022
Q2 		$183K Buy
3,617
+500
+16% +$25.3K 0.01% 567
2022
Q1 		$158K Buy
3,117
+500
+19% +$25.4K 0.01% 613
2021
Q4 		$134K Sell
2,617
-1,392
-35% -$71.1K 0.1% 61
2021
Q3 		$205K Hold
4,009
– – 0.02% 463
2021
Q2 		$205K Sell
4,009
-732
-15% -$37.4K 0.02% 449
2021
Q1 		$242K Sell
4,741
-27,292
-85% -$1.39M 0.03% 384
2020
Q4 		$1.64M Sell
32,033
-2,094
-6% -$107K 0.2% 102
2020
Q3 		$1.74M Buy
34,127
+11,676
+52% +$596K 0.25% 79
2020
Q2 		$1.14M Buy
+22,451
New +$1.14M 0.18% 124

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

Global Retirement Partners's JMST Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 35,152 shares worth $1.79M. The stake represents 0.03% of the portfolio and ranks #531 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JMST as recently as Q4 2025.

Global Retirement Partners first reported a position in JMST in Q2 2020 and has held it in 23 quarters since. The position peaked at $5M in Q4 2023. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Global Retirement Partners held 35,152 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.79M as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Global Retirement Partners position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #531 holding.
  • Global Retirement Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 23 quarters since.
  • Global Retirement Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5M in Q4 2023.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.