Harbour Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Harbour Investment Management’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	$1.87M	Buy	36,589 +5,294	+17%	+$270K	0.96%	30
2026 Q1	$1.6M	Hold	31,295	–	–	0.87%	35
2025 Q4	$1.6M	Buy	31,295 +1,483	+5%	+$75.5K	0.85%	38
2025 Q3	$1.52M	Sell	29,812 -2,428	-8%	-$124K	0.66%	43
2025 Q2	$1.64M	Buy	32,240 +3,000	+10%	+$152K	0.71%	44
2025 Q1	$1.49M	Buy	29,240 +4,320	+17%	+$220K	0.67%	48
2024 Q4	$1.27M	Sell	24,920 -7,550	-23%	-$384K	0.56%	49
2024 Q3	$1.65M	Buy	32,470 +15,100	+87%	+$768K	0.73%	44
2024 Q2	$881K	Hold	17,370	–	–	0.41%	54
2024 Q1	$881K	Hold	17,370	–	–	0.41%	53
2023 Q4	$884K	Hold	17,370	–	–	0.46%	51
2023 Q3	$876K	Sell	17,370 -55,300	-76%	-$2.8M	0.5%	50
2023 Q2	$3.68M	Sell	72,670 -4,585	-6%	-$232K	1.94%	15
2023 Q1	$3.92M	Sell	77,255 -3,000	-4%	-$152K	2.17%	11
2022 Q4	$4.06M	Sell	80,255 -2,760	-3%	-$139K	2.34%	9
2022 Q3	$4.18M	Sell	83,015 -7,200	-8%	-$364K	2.61%	9
2022 Q2	$4.57M	Sell	90,215 -10,615	-11%	-$536K	2.75%	5
2022 Q1	$5.11M	Sell	100,830 -9,100	-8%	-$462K	2.48%	8
2021 Q4	$5.61M	Sell	109,930 -1,300	-1%	-$66.4K	2.56%	9
2021 Q3	$5.68M	Buy	111,230 +2,825	+3%	+$144K	2.88%	8
2021 Q2	$5.53M	Hold	108,405	–	–	2.77%	8
2021 Q1	$5.53M	Buy	108,405 +16,950	+19%	+$865K	2.95%	8
2020 Q4	$4.67M	Buy	91,455 +21,525	+31%	+$1.1M	2.61%	8
2020 Q3	$3.57M	Buy	69,930 +48,030	+219%	+$2.45M	2.21%	12
2020 Q2	$1.12M	Buy	+21,900	New	+$1.11M	0.78%	44

Other funds holding JMST

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Harbour Investment Management's JMST Position: Q2 2026 in Review

Harbour Investment Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q2 2026, buying an estimated $270K and bringing the position to 36,589 shares worth $1.87M. The position accounts for 0.96% of the portfolio, ranked #30.

Harbour Investment Management first reported a position in JMST in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.68M in Q3 2021. 202 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Harbour Investment Management held 36,589 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.87M as of Q2 2026.
Harbour Investment Management bought 5,294 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $270K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.96% of Harbour Investment Management's portfolio in Q2 2026, its #30 holding.
Harbour Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 25 quarters since.
Harbour Investment Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.68M in Q3 2021.
202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.