Harbor Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Harbor Group’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	$243K	Buy	4,771 +31	+0.7%	+$1.58K	0.03%	99
2026 Q1	$242K	Buy	4,740 +29	+0.6%	+$1.48K	0.03%	105
2025 Q4	$240K	Sell	4,711 -222	-5%	-$11.3K	0.04%	105
2025 Q3	$252K	Sell	4,933 -336	-6%	-$17.1K	0.04%	93
2025 Q2	$268K	Buy	5,269 +40	+0.8%	+$2.03K	0.05%	84
2025 Q1	$266K	Buy	5,229 +38	+0.7%	+$1.93K	0.05%	80
2024 Q4	$263K	Buy	5,191 +42	+0.8%	+$2.13K	0.06%	76
2024 Q3	$262K	Buy	5,149 +43	+0.8%	+$2.19K	0.06%	76
2024 Q2	$259K	Buy	5,106 +44	+0.9%	+$2.23K	0.07%	71
2024 Q1	$257K	Buy	5,062 +1,097	+28%	+$55.6K	0.07%	67
2023 Q4	$201K	Buy	+3,965	New	+$200K	0.06%	77
2023 Q3	–	Sell	-5,923	Closed	-$300K	–	70
2023 Q2	$300K	Hold	5,923	–	–	0.17%	51
2023 Q1	$301K	Hold	5,923	–	–	0.18%	48
2022 Q4	$299K	Hold	5,923	–	–	0.19%	43
2022 Q3	$298K	Hold	5,923	–	–	0.22%	42
2022 Q2	$300K	Hold	5,923	–	–	0.22%	40
2022 Q1	$300K	Hold	5,923	–	–	0.19%	37
2021 Q4	$302K	Hold	5,923	–	–	0.18%	38
2021 Q3	$303K	Hold	5,923	–	–	0.2%	36
2021 Q2	$302K	Hold	5,923	–	–	0.2%	34
2021 Q1	$302K	Hold	5,923	–	–	0.21%	34
2020 Q4	$302K	Buy	+5,923	New	+$302K	0.23%	34

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

Harbor Group's JMST Position: Q2 2026 in Review

Harbor Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.65% in Q2 2026, buying an estimated $1.58K and bringing the position to 4,771 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #99.

Harbor Group first reported a position in JMST in Q4 2020 and has held it in 22 quarters since. The position peaked at $303K in Q3 2021. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Harbor Group held 4,771 shares of JPMorgan Ultra-Short Municipal Income ETF worth $243K as of Q2 2026.
Harbor Group bought 31 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.58K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Harbor Group's portfolio in Q2 2026, its #99 holding.
Harbor Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 22 quarters since.
Harbor Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $303K in Q3 2021.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Harbor Group's 13F filing for Q2 2026, filed 22 Jul 2026.