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Johnson Bixby & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Johnson Bixby & Associates’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 		$482K Sell
9,448
-949
-9% -$48.3K 0.05% 75
2026
Q1 		$530K Sell
10,397
-700
-6% -$35.7K 0.07% 71
2025
Q4 		$565K Hold
11,097
– – 0.07% 67
2025
Q3 		$566K Sell
11,097
-726
-6% -$37K 0.07% 63
2025
Q2 		$602K Hold
11,823
– – 0.08% 58
2025
Q1 		$601K Sell
11,823
-3,267
-22% -$166K 0.09% 56
2024
Q4 		$765K Buy
15,090
+826
+6% +$42K 0.12% 53
2024
Q3 		$727K Hold
14,264
– – 0.11% 54
2024
Q2 		$724K Sell
14,264
-797
-5% -$40.4K 0.12% 52
2024
Q1 		$764K Sell
15,061
-4,788
-24% -$243K 0.13% 52
2023
Q4 		$1.01M Sell
19,849
-693
-3% -$35K 0.19% 43
2023
Q3 		$1.04M Sell
20,542
-6,946
-25% -$351K 0.22% 42
2023
Q2 		$1.39M Sell
27,488
-24,144
-47% -$1.22M 0.29% 37
2023
Q1 		$2.62M Sell
51,632
-834
-2% -$42.2K 0.58% 27
2022
Q4 		$2.65M Buy
52,466
+10,107
+24% +$510K 0.62% 24
2022
Q3 		$2.13M Buy
42,359
+18,698
+79% +$945K 0.53% 30
2022
Q2 		$1.2M Buy
+23,661
New +$1.2M 0.29% 37

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

Johnson Bixby & Associates's JMST Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.1% in Q2 2026, selling an estimated $48.3K and leaving 9,448 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #75.

Johnson Bixby & Associates first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.65M in Q4 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Johnson Bixby & Associates held 9,448 shares of JPMorgan Ultra-Short Municipal Income ETF worth $482K as of Q2 2026.
  • Johnson Bixby & Associates sold 949 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $48.3K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #75 holding.
  • Johnson Bixby & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Johnson Bixby & Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.65M in Q4 2022.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.