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Keating Financial Advisory Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Keating Financial Advisory Services’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 		$489K Buy
9,595
+839
+10% +$42.7K 0.06% 195
2026
Q1 		$446K Buy
8,756
+3,573
+69% +$182K 0.07% 187
2025
Q4 		$264K Buy
+5,183
New +$264K 0.04% 317

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

Keating Financial Advisory Services's JMST Position: Q2 2026 in Review

Keating Financial Advisory Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.6% in Q2 2026, buying an estimated $42.7K and bringing the position to 9,595 shares worth $489K. The position accounts for 0.06% of the portfolio, ranked #195.

Keating Financial Advisory Services first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Keating Financial Advisory Services held 9,595 shares of JPMorgan Ultra-Short Municipal Income ETF worth $489K as of Q2 2026.
  • Keating Financial Advisory Services bought 839 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $42.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Keating Financial Advisory Services's portfolio in Q2 2026, its #195 holding.
  • Keating Financial Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.