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IFG Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

IFG Advisory’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 		$1.05M Buy
+20,609
New +$1.05M 0.04% 414
2026
Q1 		– Sell
-8,402
Closed -$428K – 645
2025
Q4 		$428K Sell
8,402
-750
-8% -$38.2K 0.02% 543
2025
Q3 		$467K Buy
9,152
+267
+3% +$13.6K 0.02% 508
2025
Q2 		$452K Sell
8,885
-2,405
-21% -$122K 0.02% 486
2025
Q1 		$574K Buy
11,290
+538
+5% +$27.3K 0.03% 414
2024
Q4 		$545K Buy
+10,752
New +$546K 0.03% 399
2024
Q3 		– Sell
-8,984
Closed -$456K – 516
2024
Q2 		$456K Buy
+8,984
New +$455K 0.03% 417
2024
Q1 		– Sell
-8,602
Closed -$436K – 482
2023
Q4 		$436K Sell
8,602
-7,832
-48% -$396K 0.03% 387
2023
Q3 		$829K Buy
16,434
+63
+0.4% +$3.18K 0.07% 251
2023
Q2 		$829K Sell
16,371
-1,050
-6% -$53.1K 0.07% 231
2023
Q1 		$885K Sell
17,421
-3,006
-15% -$152K 0.08% 227
2022
Q4 		$1.03M Sell
20,427
-375
-2% -$18.9K 0.1% 205
2022
Q3 		$1.05M Buy
20,802
+16
+0.1% +$809 0.1% 208
2022
Q2 		$1.05M Buy
20,786
+7
+0% +$354 0.11% 185
2022
Q1 		$1.05M Sell
20,779
-1,795
-8% -$91.2K 0.11% 202
2021
Q4 		$1.15M Sell
22,574
-2,169
-9% -$111K 0.11% 187
2021
Q3 		$1.26M Sell
24,743
-4,793
-16% -$245K 0.14% 175
2021
Q2 		$1.51M Buy
29,536
+9
+0% +$460 0.17% 156
2021
Q1 		$1.51M Sell
29,527
-8,378
-22% -$428K 0.19% 132
2020
Q4 		$1.93M Buy
37,905
+1,187
+3% +$60.6K 0.27% 88
2020
Q3 		$1.87M Buy
36,718
+511
+1% +$26.1K 0.3% 77
2020
Q2 		$1.84M Buy
36,207
+28,045
+344% +$1.42M 0.33% 71
2020
Q1 		$411K Buy
8,162
+1,550
+23% +$78.2K 0.09% 220
2019
Q4 		$333K Sell
6,612
-471
-7% -$23.8K 0.06% 297
2019
Q3 		$357K Sell
7,083
-5,713
-45% -$289K 0.07% 275
2019
Q2 		$660K Buy
+12,796
New +$645K 0.12% 174

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

IFG Advisory's JMST Position: Q2 2026 in Review

IFG Advisory opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 20,609 shares worth $1.05M. The stake represents 0.04% of the portfolio and ranks #414 among its holdings. This is a return to the name: IFG Advisory previously reported a position in JMST as recently as Q4 2025.

IFG Advisory first reported a position in JMST in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.93M in Q4 2020. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • IFG Advisory held 20,609 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.05M as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new IFG Advisory position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #414 holding.
  • IFG Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 26 quarters since.
  • IFG Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.93M in Q4 2020.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.