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Intergy Private Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Intergy Private Wealth’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 		$862K Sell
16,896
-329
-2% -$16.8K 0.2% 59
2026
Q1 		$878K Buy
17,225
+474
+3% +$24.2K 0.26% 53
2025
Q4 		$853K Buy
16,751
+528
+3% +$26.9K 0.26% 52
2025
Q3 		$828K Buy
16,223
+260
+2% +$13.3K 0.26% 53
2025
Q2 		$813K Sell
15,963
-154
-1% -$7.82K 0.28% 52
2025
Q1 		$820K Sell
16,117
-530
-3% -$26.9K 0.31% 47
2024
Q4 		$844K Sell
16,647
-3,845
-19% -$195K 0.32% 49
2024
Q3 		$1.04M Buy
20,492
+78
+0.4% +$3.96K 0.4% 39
2024
Q2 		$1.04M Sell
20,414
-1,181
-5% -$59.8K 0.43% 37
2024
Q1 		$1.1M Sell
21,595
-171
-0.8% -$8.67K 0.45% 37
2023
Q4 		$1.1M Buy
21,766
+83
+0.4% +$4.2K 0.48% 36
2023
Q3 		$1.09M Buy
21,683
+343
+2% +$17.3K 0.55% 33
2023
Q2 		$1.08M Buy
21,340
+1,135
+6% +$57.5K 0.53% 37
2023
Q1 		$1.03M Buy
20,205
+6,669
+49% +$338K 0.57% 33
2022
Q4 		$684K Buy
13,536
+9,091
+205% +$458K 0.43% 39
2022
Q3 		$224K Sell
4,445
-1,535
-26% -$77.6K 0.16% 60
2022
Q2 		$303K Buy
+5,980
New +$302K 0.24% 52

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

Intergy Private Wealth's JMST Position: Q2 2026 in Review

Intergy Private Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.9% in Q2 2026, selling an estimated $16.8K and leaving 16,896 shares worth $862K. The position accounts for 0.2% of the portfolio, ranked #59.

Intergy Private Wealth first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2023. 147 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Intergy Private Wealth held 16,896 shares of JPMorgan Ultra-Short Municipal Income ETF worth $862K as of Q2 2026.
  • Intergy Private Wealth sold 329 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $16.8K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.2% of Intergy Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Intergy Private Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Intergy Private Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.1M in Q4 2023.
  • 147 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.