Gradient Capital Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Gradient Capital Advisors’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	$554K	Buy	10,859 +739	+7%	+$37.6K	0.13%	102
2026 Q1	$516K	Sell	10,120 -157	-2%	-$8.01K	0.13%	102
2025 Q4	$524K	Sell	10,277 -490	-5%	-$25K	0.13%	104
2025 Q3	$550K	Hold	10,767	–	–	0.15%	99
2025 Q2	$548K	Sell	10,767 -297	-3%	-$15.1K	0.16%	96
2025 Q1	$563K	Buy	11,064 +2,937	+36%	+$149K	0.18%	86
2024 Q4	$412K	Buy	8,127 +333	+4%	+$16.9K	0.13%	104
2024 Q3	$397K	Sell	7,794 -5,462	-41%	-$278K	0.13%	104
2024 Q2	$673K	Hold	13,256	–	–	0.24%	73
2024 Q1	$673K	Sell	13,256 -2,361	-15%	-$120K	0.25%	75
2023 Q4	$792K	Sell	15,617 -4,798	-24%	-$243K	0.3%	73
2023 Q3	$1.03M	Sell	20,415 -1,298	-6%	-$65.6K	0.43%	50
2023 Q2	$1.1M	Sell	21,713 -1,395	-6%	-$70.6K	0.44%	48
2023 Q1	$1.17M	Sell	23,108 -12,735	-36%	-$645K	0.5%	46
2022 Q4	$1.81M	Sell	35,843 -4,207	-11%	-$212K	0.82%	30
2022 Q3	$2.02M	Sell	40,050 -1,864	-4%	-$94.2K	0.96%	28
2022 Q2	$2.12M	Buy	41,914 +8,419	+25%	+$425K	1.02%	27
2022 Q1	$1.7M	Buy	33,495 +8,330	+33%	+$423K	0.72%	35
2021 Q4	$1.28M	Buy	25,165 +12,581	+100%	+$642K	0.53%	44
2021 Q3	$643K	Sell	12,584 -1,172	-9%	-$59.9K	0.29%	68
2021 Q2	$702K	Hold	13,756	–	–	0.33%	65
2021 Q1	$702K	Buy	13,756 +9,249	+205%	+$472K	0.37%	59
2020 Q4	$230K	Buy	+4,507	New	+$230K	0.13%	96

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

Gradient Capital Advisors's JMST Position: Q2 2026 in Review

Gradient Capital Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.3% in Q2 2026, buying an estimated $37.6K and bringing the position to 10,859 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #102.

Gradient Capital Advisors first reported a position in JMST in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.12M in Q2 2022. 135 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Gradient Capital Advisors held 10,859 shares of JPMorgan Ultra-Short Municipal Income ETF worth $554K as of Q2 2026.
Gradient Capital Advisors bought 739 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $37.6K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.13% of Gradient Capital Advisors's portfolio in Q2 2026, its #102 holding.
Gradient Capital Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 23 quarters since.
Gradient Capital Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.12M in Q2 2022.
135 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.