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Hartford Financial Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Hartford Financial 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 		$531K Sell
10,412
-24
-0.2% -$1.22K 0.12% 107
2026
Q1 		$532K Hold
10,436
– – 0.14% 102
2025
Q4 		$532K Hold
10,436
– – 0.14% 100
2025
Q3 		$533K Sell
10,436
-44
-0.4% -$2.24K 0.14% 98
2025
Q2 		$534K Sell
10,480
-1,802
-15% -$91.5K 0.15% 103
2025
Q1 		$625K Sell
12,282
-752
-6% -$38.2K 0.13% 123
2024
Q4 		$661K Sell
13,034
-5,586
-30% -$284K 0.14% 122
2024
Q3 		$949K Buy
18,620
+7,562
+68% +$384K 0.19% 112
2024
Q2 		$561K Sell
11,058
-5,378
-33% -$272K 0.12% 129
2024
Q1 		$834K Sell
16,436
-16,071
-49% -$815K 0.18% 116
2023
Q4 		$1.65M Sell
32,507
-4,865
-13% -$246K 0.37% 84
2023
Q3 		$1.89M Sell
37,372
-1,880
-5% -$95K 0.48% 71
2023
Q2 		$1.99M Buy
39,252
+75
+0.2% +$3.8K 0.49% 69
2023
Q1 		$1.99M Sell
39,177
-12,575
-24% -$637K 0.51% 67
2022
Q4 		$2.62M Sell
51,752
-29,515
-36% -$1.49M 0.69% 52
2022
Q3 		$4.09M Sell
81,267
-45,315
-36% -$2.29M 1.2% 25
2022
Q2 		$6.41M Buy
126,582
+110,082
+667% +$5.56M 1.78% 8
2022
Q1 		$836K Buy
16,500
+2,796
+20% +$142K 0.2% 116
2021
Q4 		$700K Buy
13,704
+229
+2% +$11.7K 0.16% 117
2021
Q3 		$688K Sell
13,475
-446
-3% -$22.8K 0.18% 112
2021
Q2 		$711K Sell
13,921
-10,523
-43% -$537K 0.18% 112
2021
Q1 		$1.25M Buy
24,444
+9,934
+68% +$507K 0.31% 97
2020
Q4 		$741K Buy
14,510
+1,735
+14% +$88.5K 0.2% 109
2020
Q3 		$651K Buy
12,775
+7,878
+161% +$402K 0.19% 109
2020
Q2 		$250K Buy
+4,897
New +$249K 0.08% 136

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Hartford Financial Management's JMST Position: Q2 2026 in Review

Hartford Financial Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.23% in Q2 2026, selling an estimated $1.22K and leaving 10,412 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #107.

Hartford Financial Management first reported a position in JMST in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.41M in Q2 2022. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Hartford Financial Management held 10,412 shares of JPMorgan Ultra-Short Municipal Income ETF worth $531K as of Q2 2026.
  • Hartford Financial Management sold 24 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.22K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Hartford Financial Management's portfolio in Q2 2026, its #107 holding.
  • Hartford Financial Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2020 and has held it in 25 quarters since.
  • Hartford Financial Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.41M in Q2 2022.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.