Independent Advisor Alliance’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Independent Advisor Alliance’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	–	Sell	-109,096	Closed	-$5.56M	–	1396
2026 Q1	$5.56M	Buy	+109,096	New	+$5.57M	0.06%	293
2025 Q1	–	Sell	-126,903	Closed	-$6.44M	–	1125
2024 Q4	$6.44M	Buy	+126,903	New	+$6.45M	0.09%	224
2023 Q4	–	Sell	-4,929	Closed	-$249K	–	694
2023 Q3	$249K	Buy	+4,929	New	+$249K	0.01%	564

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Advisor Alliance's JMST Position: Q2 2026 in Review

Independent Advisor Alliance sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 109,096 shares — an estimated $5.56M sold.

Independent Advisor Alliance first reported a position in JMST in Q3 2023 and held it in 3 quarters. The position peaked at $6.44M in Q4 2024. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Independent Advisor Alliance reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 109,096 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $5.56M.
Independent Advisor Alliance first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and held it in 3 quarters.
Independent Advisor Alliance's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.44M in Q4 2024.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.