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HB Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

HB Wealth 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 		$167M Buy
3,268,293
+716,311
+28% +$36.5M 0.93% 17
2026
Q1 		$130M Buy
2,551,982
+374,070
+17% +$19.1M 0.84% 22
2025
Q4 		$111M Buy
2,177,912
+444,793
+26% +$22.7M 0.72% 24
2025
Q3 		$88.5M Buy
1,733,119
+1,099,860
+174% +$56.1M 0.6% 24
2025
Q2 		$32.2M Sell
633,259
-6,697
-1% -$340K 0.26% 52
2025
Q1 		$32.5M Buy
639,956
+59,415
+10% +$3.02M 0.27% 52
2024
Q4 		$29.4M Buy
580,541
+463,452
+396% +$23.5M 0.3% 42
2024
Q3 		$5.96M Buy
117,089
+4,814
+4% +$245K 0.06% 140
2024
Q2 		$5.7M Sell
112,275
-18,798
-14% -$952K 0.07% 139
2024
Q1 		$6.65M Sell
131,073
-20,924
-14% -$1.06M 0.08% 125
2023
Q4 		$7.71M Sell
151,997
-12,965
-8% -$656K 0.11% 98
2023
Q3 		$8.32M Sell
164,962
-20,654
-11% -$1.04M 0.13% 81
2023
Q2 		$9.4M Sell
185,616
-49,950
-21% -$2.53M 0.15% 70
2023
Q1 		$12M Sell
235,566
-768,545
-77% -$38.9M 0.21% 55
2022
Q4 		$50.7M Sell
1,004,111
-160,023
-14% -$8.07M 0.92% 16
2022
Q3 		$58.6M Sell
1,164,134
-140,299
-11% -$7.09M 1.25% 13
2022
Q2 		$66.1M Sell
1,304,433
-135,844
-9% -$6.87M 1.36% 12
2022
Q1 		$72.9M Sell
1,440,277
-214,858
-13% -$10.9M 1.35% 12
2021
Q4 		$84.5M Buy
+1,655,135
New +$84.5M 1.7% 11

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

HB Wealth Management's JMST Position: Q2 2026 in Review

HB Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 28% in Q2 2026, buying an estimated $36.5M and bringing the position to 3,268,293 shares worth $167M. The position accounts for 0.93% of the portfolio, ranked #17.

HB Wealth Management first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • HB Wealth Management held 3,268,293 shares of JPMorgan Ultra-Short Municipal Income ETF worth $167M as of Q2 2026.
  • HB Wealth Management bought 716,311 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $36.5M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.93% of HB Wealth Management's portfolio in Q2 2026, its #17 holding.
  • HB Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.