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JNBA Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

JNBA Financial 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 		$964K Hold
18,907
– – 0.07% 105
2026
Q1 		$964K Hold
18,907
– – 0.08% 97
2025
Q4 		$963K Hold
18,907
– – 0.08% 101
2025
Q3 		$965K Hold
18,907
– – 0.09% 94
2025
Q2 		$963K Buy
18,907
+1,972
+12% +$100K 0.09% 94
2025
Q1 		$861K Hold
16,935
– – 0.09% 94
2024
Q4 		$859K Sell
16,935
-136
-0.8% -$6.91K 0.09% 95
2024
Q3 		$870K Buy
17,071
+1
+0% +$51 0.09% 100
2024
Q2 		$866K Buy
17,070
+30
+0.2% +$1.52K 0.09% 101
2024
Q1 		$865K Sell
17,040
-3,458
-17% -$175K 0.09% 104
2023
Q4 		$1.04M Sell
20,498
-1,277
-6% -$64.6K 0.12% 94
2023
Q3 		$1.1M Sell
21,775
-2,673
-11% -$135K 0.14% 90
2023
Q2 		$1.24M Sell
24,448
-19,737
-45% -$999K 0.15% 86
2023
Q1 		$2.24M Sell
44,185
-28,409
-39% -$1.44M 0.29% 62
2022
Q4 		$3.67M Sell
72,594
-2,911
-4% -$147K 0.51% 47
2022
Q3 		$3.8M Sell
75,505
-4,299
-5% -$217K 0.59% 44
2022
Q2 		$4.04M Buy
79,804
+26,946
+51% +$1.36M 0.61% 42
2022
Q1 		$2.68M Buy
52,858
+38,890
+278% +$1.98M 0.35% 52
2021
Q4 		$713K Buy
13,968
+2,858
+26% +$146K 0.09% 108
2021
Q3 		$567K Buy
+11,110
New +$567K 0.08% 115

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

JNBA Financial Advisors's JMST Position: Q2 2026 in Review

JNBA Financial Advisors held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 18,907 shares worth $964K. The position accounts for 0.07% of the portfolio, ranked #105.

JNBA Financial Advisors first reported a position in JMST in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.04M in Q2 2022. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • JNBA Financial Advisors held 18,907 shares of JPMorgan Ultra-Short Municipal Income ETF worth $964K as of Q2 2026.
  • JNBA Financial Advisors left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of JNBA Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • JNBA Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 20 quarters since.
  • JNBA Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.04M in Q2 2022.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.