Guardian Asset Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Guardian Asset 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	–	Sell	-4,493	Closed	-$229K	–	128
2026 Q1	$229K	Sell	4,493 -67	-1%	-$3.42K	0.13%	97
2025 Q4	$232K	Buy	4,560 +30	+0.7%	+$1.53K	0.12%	102
2025 Q3	$231K	Buy	4,530 +25	+0.6%	+$1.27K	0.12%	102
2025 Q2	$229K	Sell	4,505 -39	-0.9%	-$1.98K	0.13%	101
2025 Q1	$231K	Buy	4,544 +64	+1%	+$3.25K	0.15%	93
2024 Q4	$227K	Buy	4,480 +14	+0.3%	+$711	0.15%	96
2024 Q3	$228K	Buy	4,466 +14	+0.3%	+$712	0.15%	94
2024 Q2	$226K	Buy	4,452 +221	+5%	+$11.2K	0.17%	92
2024 Q1	$215K	Sell	4,231 -2,117	-33%	-$107K	0.18%	95
2023 Q4	$322K	Buy	+6,348	New	+$321K	0.3%	65

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

Guardian Asset Advisors's JMST Position: Q2 2026 in Review

Guardian Asset Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 4,493 shares — an estimated $229K sold.

Guardian Asset Advisors first reported a position in JMST in Q4 2023 and held it in 10 quarters. The position peaked at $322K in Q4 2023. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Guardian Asset Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Guardian Asset Advisors sold 4,493 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $229K.
Guardian Asset Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and held it in 10 quarters.
Guardian Asset Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $322K in Q4 2023.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.