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Graves Light Lenhart Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Graves Light Lenhart Wealth’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 		$6.23M Buy
122,067
+8,992
+8% +$458K 0.58% 37
2026
Q1 		$5.76M Buy
113,075
+14,359
+15% +$733K 0.6% 37
2025
Q4 		$5.03M Buy
98,716
+18,399
+23% +$937K 0.53% 39
2025
Q3 		$4.1M Buy
80,317
+17,267
+27% +$880K 0.45% 46
2025
Q2 		$3.21M Buy
63,050
+1,439
+2% +$73K 0.38% 49
2025
Q1 		$3.13M Buy
61,611
+7,802
+14% +$396K 0.38% 49
2024
Q4 		$2.73M Buy
53,809
+1,219
+2% +$61.9K 0.34% 54
2024
Q3 		$2.68M Sell
52,590
-25,047
-32% -$1.27M 0.33% 56
2024
Q2 		$3.93M Buy
77,637
+6,444
+9% +$326K 0.45% 49
2024
Q1 		$3.61M Sell
71,193
-4,766
-6% -$242K 0.42% 51
2023
Q4 		$3.85M Sell
75,959
-3,112
-4% -$157K 0.48% 47
2023
Q3 		$3.98M Sell
79,071
-145,318
-65% -$7.34M 0.54% 45
2023
Q2 		$11.4M Buy
224,389
+6,487
+3% +$328K 1.54% 17
2023
Q1 		$11.1M Sell
217,902
-48,413
-18% -$2.45M 1.71% 16
2022
Q4 		$13.5M Sell
266,315
-32,849
-11% -$1.66M 2.07% 15
2022
Q3 		$15M Buy
299,164
+6,960
+2% +$352K 2.51% 14
2022
Q2 		$14.8M Sell
292,204
-13,601
-4% -$687K 2.26% 13
2022
Q1 		$15.5M Buy
305,805
+257,969
+539% +$13.1M 2.16% 14
2021
Q4 		$2.44M Buy
+47,836
New +$2.44M 0.35% 58

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

Graves Light Lenhart Wealth's JMST Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8% in Q2 2026, buying an estimated $458K and bringing the position to 122,067 shares worth $6.23M. The position accounts for 0.58% of the portfolio, ranked #37.

Graves Light Lenhart Wealth first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.5M in Q1 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Graves Light Lenhart Wealth held 122,067 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.23M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 8,992 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $458K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.58% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #37 holding.
  • Graves Light Lenhart Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Graves Light Lenhart Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $15.5M in Q1 2022.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.