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

Global 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 		$25.6M Sell
502,395
-20,313
-4% -$1.03M 13.05% 1
2026
Q1 		$26.6M Buy
522,708
+6
+0% +$306 14.53% 1
2025
Q4 		$26.6M Sell
522,702
-8,880
-2% -$452K 14.33% 1
2025
Q3 		$27.1M Buy
531,582
+7,209
+1% +$367K 14.24% 1
2025
Q2 		$26.7M Buy
524,373
+7,491
+1% +$380K 14.63% 2
2025
Q1 		$26.3M Buy
516,882
+121,460
+31% +$6.17M 15.16% 2
2024
Q4 		$20.1M Buy
395,422
+101,090
+34% +$5.13M 12.8% 2
2024
Q3 		$15M Buy
+294,332
New +$15M 10.14% 4

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
GI
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

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

Global Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.9% in Q2 2026, selling an estimated $1.03M and leaving 502,395 shares worth $25.6M. The position accounts for 13.05% of the portfolio, ranked #1.

Global Wealth Management first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.1M in Q3 2025. 152 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Global Wealth Management held 502,395 shares of JPMorgan Ultra-Short Municipal Income ETF worth $25.6M as of Q2 2026.
  • Global Wealth Management sold 20,313 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.03M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 13.05% of Global Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Global Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Global Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $27.1M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.