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IFP Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

IFP Advisors’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 		$3.3M Buy
64,786
+362
+0.6% +$18.4K 0.06% 356
2026
Q1 		$3.28M Buy
64,424
+6,085
+10% +$311K 0.07% 318
2025
Q4 		$2.97M Buy
58,339
+1,435
+3% +$73.1K 0.07% 323
2025
Q3 		$2.9M Buy
56,904
+1,098
+2% +$56K 0.08% 289
2025
Q2 		$2.84M Buy
55,806
+12,026
+27% +$610K 0.08% 276
2025
Q1 		$2.23M Buy
43,780
+324
+0.7% +$16.5K 0.07% 335
2024
Q4 		$2.2M Buy
43,456
+282
+0.7% +$14.3K 0.07% 318
2024
Q3 		$2.2M Sell
43,174
-2,070
-5% -$105K 0.08% 276
2024
Q2 		$2.3M Buy
45,244
+3,536
+8% +$179K 0.09% 235
2024
Q1 		$2.12M Buy
41,708
+10,583
+34% +$537K 0.09% 240
2023
Q4 		$1.58M Sell
31,125
-4,926
-14% -$249K 0.07% 291
2023
Q3 		$1.82M Sell
36,051
-9,004
-20% -$455K 0.08% 258
2023
Q2 		$2.28M Sell
45,055
-12,232
-21% -$619K 0.1% 232
2023
Q1 		$2.87M Sell
57,287
-12,110
-17% -$613K 0.12% 167
2022
Q4 		$3.48M Buy
69,397
+29,832
+75% +$1.5M 0.09% 218
2022
Q3 		$1.98M Buy
39,565
+15,894
+67% +$803K 0.05% 402
2022
Q2 		$1.19M Hold
23,671
– – 0.04% 524
2022
Q1 		$1.19M Buy
23,671
+2,733
+13% +$139K 0.04% 524
2021
Q4 		$1.07M Sell
20,938
-20,205
-49% -$1.03M 0.02% 397
2021
Q3 		$2.1M Sell
41,143
-4,703
-10% -$240K 0.04% 251
2021
Q2 		$2.34M Sell
45,846
-17,151
-27% -$876K 0.05% 218
2021
Q1 		$3.21M Buy
62,997
+39,159
+164% +$2M 0.06% 148
2020
Q4 		$1.22M Buy
23,838
+18,984
+391% +$969K 0.05% 297
2020
Q3 		$247K Buy
4,854
+1,109
+30% +$56.6K 0.01% 633
2020
Q2 		$190K Buy
3,745
+874
+30% +$44.4K 0.02% 689
2020
Q1 		$144K Buy
2,871
+1,969
+218% +$99.4K 0.01% 691
2019
Q4 		$46K Hold
902
– – ﹤0.01% 1296
2019
Q3 		$46K Buy
+902
New +$45.6K ﹤0.01% 1408

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

IFP Advisors's JMST Position: Q2 2026 in Review

IFP Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.56% in Q2 2026, buying an estimated $18.4K and bringing the position to 64,786 shares worth $3.3M. The position accounts for 0.06% of the portfolio, ranked #356.

IFP Advisors first reported a position in JMST in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.48M in Q4 2022. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • IFP Advisors held 64,786 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.3M as of Q2 2026.
  • IFP Advisors bought 362 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $18.4K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #356 holding.
  • IFP Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.48M in Q4 2022.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.