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J.W. Cole Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

J.W. Cole Advisors’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 		$313K Buy
6,139
+24
+0.4% +$1.22K 0.01% 1251
2026
Q1 		$312K Sell
6,115
-1,533
-20% -$78.2K 0.01% 618
2025
Q4 		$390K Buy
7,648
+16
+0.2% +$815 0.01% 986
2025
Q3 		$390K Sell
7,632
-1,072
-12% -$54.6K 0.01% 1101
2025
Q2 		$443K Buy
8,704
+18
+0.2% +$914 0.01% 958
2025
Q1 		$442K Buy
8,686
+3,413
+65% +$173K 0.01% 799
2024
Q4 		$267K Buy
5,273
+496
+10% +$25.2K 0.01% 822
2024
Q3 		$243K Buy
4,777
+6
+0.1% +$305 0.01% 838
2024
Q2 		$242K Sell
4,771
-939
-16% -$47.6K 0.01% 782
2024
Q1 		$290K Sell
5,710
-277
-5% -$14.1K 0.01% 703
2023
Q4 		$304K Buy
5,987
+824
+16% +$41.7K 0.02% 644
2023
Q3 		$260K Sell
5,163
-255
-5% -$12.9K 0.02% 604
2023
Q2 		$274K Buy
5,418
+77
+1% +$3.9K 0.02% 604
2023
Q1 		$271K Sell
5,341
-2,702
-34% -$137K 0.02% 640
2022
Q4 		$406K Sell
8,043
-2,255
-22% -$114K 0.03% 467
2022
Q3 		$518K Sell
10,298
-19,982
-66% -$1.01M 0.04% 391
2022
Q2 		$1.53M Buy
30,280
+5,858
+24% +$296K 0.12% 195
2022
Q1 		$1.24M Buy
24,422
+16
+0.1% +$813 0.08% 252
2021
Q4 		$1.25M Sell
24,406
-241,255
-91% -$12.3M 0.08% 256
2021
Q3 		$13.7M Buy
265,661
+212,658
+401% +$10.9M 0.98% 16
2021
Q2 		$2.71M Buy
+53,003
New +$2.71M 0.21% 109

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J.W. Cole Advisors's JMST Position: Q2 2026 in Review

J.W. Cole Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.39% in Q2 2026, buying an estimated $1.22K and bringing the position to 6,139 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1251.

J.W. Cole Advisors first reported a position in JMST in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.7M in Q3 2021. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • J.W. Cole Advisors held 6,139 shares of JPMorgan Ultra-Short Municipal Income ETF worth $313K as of Q2 2026.
  • J.W. Cole Advisors bought 24 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.22K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1251 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 21 quarters since.
  • J.W. Cole Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $13.7M in Q3 2021.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.