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

Interchange 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	$18.4M	Buy	359,911 +140,912	+64%	+$7.18M	3.45%	2
2026 Q1	$11.1M	Sell	218,999 -535,001	-71%	-$27.3M	3.52%	3
2025 Q4	$38.4M	Buy	754,000 +1,644	+0.2%	+$83.7K	7.12%	1
2025 Q3	$38.4M	Buy	752,356 +57,936	+8%	+$2.95M	7.53%	1
2025 Q2	$35.4M	Buy	694,420 +450,882	+185%	+$22.9M	8.17%	2
2025 Q1	$12.4M	Buy	243,538 +78,877	+48%	+$4.01M	3.47%	3
2024 Q4	$8.35M	Buy	164,661 +51,599	+46%	+$2.62M	3.01%	3
2024 Q3	$5.76M	Buy	113,062 +6,128	+6%	+$312K	2.02%	7
2024 Q2	$5.43M	Buy	106,934 +97,998	+1,097%	+$4.96M	1.98%	7
2024 Q1	$463K	Buy	8,936 +115	+1%	+$5.83K	0.31%	77
2023 Q4	$448K	Buy	+8,821	New	+$446K	0.34%	73
2023 Q2	–	Sell	-94,890	Closed	-$4.82M	–	185
2023 Q1	$4.82M	Buy	+94,890	New	+$4.8M	2.61%	5
2021 Q4	–	Sell	-7,830	Closed	-$399K	–	164
2021 Q3	$399K	Buy	+7,830	New	+$400K	0.67%	58

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

Interchange Capital Partners's JMST Position: Q2 2026 in Review

Interchange Capital Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 64% in Q2 2026, buying an estimated $7.18M and bringing the position to 359,911 shares worth $18.4M. The position accounts for 3.45% of the portfolio, ranked #2.

Interchange Capital Partners first reported a position in JMST in Q3 2021 and has held it in 13 quarters since. The position peaked at $38.4M in Q4 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Interchange Capital Partners held 359,911 shares of JPMorgan Ultra-Short Municipal Income ETF worth $18.4M as of Q2 2026.
Interchange Capital Partners bought 140,912 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $7.18M.
JPMorgan Ultra-Short Municipal Income ETF made up 3.45% of Interchange Capital Partners's portfolio in Q2 2026, its #2 holding.
Interchange Capital Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 13 quarters since.
Interchange Capital Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $38.4M in Q4 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.