Independent Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Independent Financial Group’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	$1.83M	Buy	35,930 +22,149	+161%	+$1.13M	0.03%	476
2026 Q1	$703K	Buy	13,781 +2	+0%	+$102	0.02%	766
2025 Q4	$702K	Buy	13,779 +6,019	+78%	+$307K	0.02%	754
2025 Q3	$396K	Buy	+7,760	New	+$396K	0.01%	953
2025 Q2	–	Sell	-4,640	Closed	-$236K	–	1329
2025 Q1	$236K	Buy	+4,640	New	+$236K	0.01%	1038

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 Financial Group's JMST Position: Q2 2026 in Review

Independent Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 161% in Q2 2026, buying an estimated $1.13M and bringing the position to 35,930 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #476.

Independent Financial Group first reported a position in JMST in Q1 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Independent Financial Group held 35,930 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.83M as of Q2 2026.
Independent Financial Group bought 22,149 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.13M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #476 holding.
Independent Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.