Great Point Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Great Point Wealth 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	$8.25M	Sell	161,685 -1,270	-0.8%	-$64.7K	1.33%	18
2026 Q1	$8.31M	Buy	162,955 +985	+0.6%	+$50.3K	1.53%	17
2025 Q4	$8.25M	Buy	161,970 +23,030	+17%	+$1.17M	1.51%	17
2025 Q3	$7.09M	Buy	+138,940	New	+$7.08M	1.33%	17
2025 Q1	$7.97M	Buy	156,687 +92	+0.1%	+$4.67K	1.72%	16
2024 Q4	$7.94M	Buy	156,595 +2,248	+1%	+$114K	1.74%	16
2024 Q3	$7.86M	Sell	154,347 -5,531	-3%	-$281K	1.68%	16
2024 Q2	$8.11M	Buy	159,878 +2,319	+1%	+$117K	1.86%	16
2024 Q1	$7.99M	Buy	+157,559	New	+$7.99M	1.86%	16

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Great Point Wealth Advisors's JMST Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.78% in Q2 2026, selling an estimated $64.7K and leaving 161,685 shares worth $8.25M. The position accounts for 1.33% of the portfolio, ranked #18.

Great Point Wealth Advisors first reported a position in JMST in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.31M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Great Point Wealth Advisors held 161,685 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.25M as of Q2 2026.
Great Point Wealth Advisors sold 1,270 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $64.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 1.33% of Great Point Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Great Point Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 9 quarters since.
Great Point Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.31M in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.