Impact Capital Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Impact Capital Partners’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	$1.41M	Buy	27,639 +21,025	+318%	+$1.07M	0.38%	66
2026 Q1	$337K	Buy	6,614 +43	+0.7%	+$2.19K	0.1%	200
2025 Q4	$335K	Sell	6,571 -6,716	-51%	-$342K	0.1%	199
2025 Q3	$678K	Sell	13,287 -795	-6%	-$40.5K	0.2%	104
2025 Q2	$717K	Sell	14,082 -835	-6%	-$42.4K	0.24%	98
2025 Q1	$759K	Sell	14,917 -2,205	-13%	-$112K	0.27%	87
2024 Q4	$868K	Buy	+17,122	New	+$870K	0.31%	78

Other funds holding JMST

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return