Grimes & Company’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Grimes & Company’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	$392K	Sell	7,687 -210	-3%	-$10.7K	0.01%	341
2026 Q1	$403K	Sell	7,897 -1,010,482	-99%	-$51.6M	0.01%	325
2025 Q4	$51.9M	Sell	1,018,379 -32,514	-3%	-$1.66M	1.24%	17
2025 Q3	$53.6M	Sell	1,050,893 -38,877	-4%	-$1.98M	1.32%	14
2025 Q2	$55.5M	Buy	+1,089,770	New	+$55.3M	1.51%	15

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

Grimes & Company's JMST Position: Q2 2026 in Review

Grimes & Company reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.7% in Q2 2026, selling an estimated $10.7K and leaving 7,687 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #341.

Grimes & Company first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.5M in Q2 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Grimes & Company held 7,687 shares of JPMorgan Ultra-Short Municipal Income ETF worth $392K as of Q2 2026.
Grimes & Company sold 210 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $10.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #341 holding.
Grimes & Company first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Grimes & Company's JPMorgan Ultra-Short Municipal Income ETF position peaked at $55.5M in Q2 2025.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.