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

Gradient Investments’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 		$18.2M Buy
356,845
+84,397
+31% +$4.3M 0.25% 122
2026
Q1 		$13.9M Buy
272,448
+63,481
+30% +$3.24M 0.22% 136
2025
Q4 		$10.6M Buy
208,967
+63,204
+43% +$3.22M 0.17% 155
2025
Q3 		$7.44M Buy
145,763
+49,405
+51% +$2.52M 0.12% 159
2025
Q2 		$4.91M Buy
96,358
+47,115
+96% +$2.39M 0.09% 162
2025
Q1 		$2.5M Buy
+49,243
New +$2.5M 0.05% 170
2023
Q2 		– Sell
-1,175
Closed -$59.7K – 1833
2023
Q1 		$59.7K Buy
1,175
+16
+1% +$810 ﹤0.01% 469
2022
Q4 		$58.6K Sell
1,159
-510
-31% -$25.7K ﹤0.01% 471
2022
Q3 		$84K Sell
1,669
-38
-2% -$1.92K ﹤0.01% 396
2022
Q2 		$86K Sell
1,707
-966
-36% -$48.8K ﹤0.01% 401
2022
Q1 		$135K Sell
2,673
-19
-0.7% -$965 ﹤0.01% 335
2021
Q4 		$137K Sell
2,692
-2,382
-47% -$122K ﹤0.01% 321
2021
Q3 		$259K Buy
5,074
+283
+6% +$14.5K 0.01% 259
2021
Q2 		$245K Buy
4,791
+331
+7% +$16.9K 0.01% 261
2021
Q1 		$228K Buy
4,460
+477
+12% +$24.3K 0.01% 271
2020
Q4 		$203K Sell
3,983
-148
-4% -$7.55K 0.01% 249
2020
Q3 		$211K Buy
4,131
+1,465
+55% +$74.7K 0.01% 248
2020
Q2 		$136K Buy
+2,666
New +$135K 0.01% 268

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

Gradient Investments's JMST Position: Q2 2026 in Review

Gradient Investments increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 31% in Q2 2026, buying an estimated $4.3M and bringing the position to 356,845 shares worth $18.2M. The position accounts for 0.25% of the portfolio, ranked #122.

Gradient Investments first reported a position in JMST in Q2 2020 and has held it in 18 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Gradient Investments held 356,845 shares of JPMorgan Ultra-Short Municipal Income ETF worth $18.2M as of Q2 2026.
  • Gradient Investments bought 84,397 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $4.3M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.25% of Gradient Investments's portfolio in Q2 2026, its #122 holding.
  • Gradient Investments first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 18 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.