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Higgins & Schmidt Wealth Strategies’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$277K Sell
5,430
-37,406
-87% -$1.9M 0.11% 55
2026
Q1 		$2.18M Hold
42,836
– – 1% 19
2025
Q4 		$2.18M Buy
+42,836
New +$2.18M 1.03% 18

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

Higgins & Schmidt Wealth Strategies's JMST Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 87% in Q2 2026, selling an estimated $1.9M and leaving 5,430 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #55.

Higgins & Schmidt Wealth Strategies first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q1 2026. 291 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 5,430 shares of JPMorgan Ultra-Short Municipal Income ETF worth $277K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 37,406 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.9M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #55 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Higgins & Schmidt Wealth Strategies's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.18M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.