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

Helen Stephens 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	$9.98M	Buy	195,619 +31,609	+19%	+$1.61M	1.69%	14
2026 Q1	$8.36M	Buy	164,010 +64,362	+65%	+$3.29M	1.67%	15
2025 Q4	$5.08M	Buy	99,648 +27,861	+39%	+$1.42M	1.07%	18
2025 Q3	$3.66M	Buy	71,787 +19,684	+38%	+$1M	0.81%	21
2025 Q2	$2.65M	Sell	52,103 -7,770	-13%	-$394K	0.66%	25
2025 Q1	$3.04M	Buy	59,873 +6,003	+11%	+$305K	0.86%	21
2024 Q4	$2.73M	Buy	53,870 +6,529	+14%	+$332K	0.81%	22
2024 Q3	$2.41M	Buy	47,341 +25,913	+121%	+$1.32M	0.73%	22
2024 Q2	$1.09M	Buy	21,428 +11,083	+107%	+$561K	0.38%	37
2024 Q1	$525K	Buy	10,345 +4,301	+71%	+$218K	0.2%	47
2023 Q4	$307K	Buy	+6,044	New	+$306K	0.14%	57

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

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 Cleveland, Ohio $30.4B AUM 27.51% 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

Helen Stephens Group's JMST Position: Q2 2026 in Review

Helen Stephens Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 19% in Q2 2026, buying an estimated $1.61M and bringing the position to 195,619 shares worth $9.98M. The position accounts for 1.69% of the portfolio, ranked #14.

Helen Stephens Group first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Helen Stephens Group held 195,619 shares of JPMorgan Ultra-Short Municipal Income ETF worth $9.98M as of Q2 2026.
Helen Stephens Group bought 31,609 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.61M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.69% of Helen Stephens Group's portfolio in Q2 2026, its #14 holding.
Helen Stephens Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.