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

IMZ 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 		$547K Sell
10,731
-67,658
-86% -$3.45M 0.17% 23
2026
Q1 		$4M Sell
78,389
-6,636
-8% -$339K 1.51% 14
2025
Q4 		$4.33M Buy
85,025
+349
+0.4% +$17.8K 1.59% 14
2025
Q3 		$4.32M Sell
84,676
-25,327
-23% -$1.29M 1.61% 13
2025
Q2 		$5.6M Buy
110,003
+8,305
+8% +$422K 2.24% 12
2025
Q1 		$5.17M Sell
101,698
-261
-0.3% -$13.3K 2.35% 12
2024
Q4 		$5.17M Sell
101,959
-22,175
-18% -$1.13M 2.36% 10
2024
Q3 		$6.31M Buy
124,134
+15,158
+14% +$771K 2.92% 10
2024
Q2 		$5.53M Sell
108,976
-2,723
-2% -$138K 2.76% 11
2024
Q1 		$5.67M Buy
111,699
+21,321
+24% +$1.08M 2.92% 11
2023
Q4 		$4.58M Buy
+90,378
New +$4.57M 2.47% 11

Other funds holding JMST

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

IMZ Advisory's JMST Position: Q2 2026 in Review

IMZ Advisory reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 86% in Q2 2026, selling an estimated $3.45M and leaving 10,731 shares worth $547K. The position accounts for 0.17% of the portfolio, ranked #23.

IMZ Advisory first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.31M in Q3 2024. 202 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • IMZ Advisory held 10,731 shares of JPMorgan Ultra-Short Municipal Income ETF worth $547K as of Q2 2026.
  • IMZ Advisory sold 67,658 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.45M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.17% of IMZ Advisory's portfolio in Q2 2026, its #23 holding.
  • IMZ Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
  • IMZ Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.31M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.