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

Kestra 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	$2.57M	Buy	50,336 +10,069	+25%	+$513K	0.01%	1196
2026 Q1	$2.05M	Buy	40,267 +3,981	+11%	+$203K	0.01%	1286
2025 Q4	$1.85M	Sell	36,286 -5,089	-12%	-$259K	0.01%	1262
2025 Q3	$2.11M	Buy	41,375 +1,039	+3%	+$53K	0.01%	1120
2025 Q2	$2.05M	Buy	40,336 +15,832	+65%	+$804K	0.01%	1063
2025 Q1	$1.25M	Buy	24,504 +4,670	+24%	+$237K	0.01%	1258
2024 Q4	$1.01M	Buy	19,834 +3,982	+25%	+$202K	0.01%	1418
2024 Q3	$807K	Buy	15,852 +844	+6%	+$42.9K	﹤0.01%	1458
2024 Q2	$762K	Buy	15,008 +1,865	+14%	+$94.5K	﹤0.01%	1494
2024 Q1	$667K	Buy	13,143 +730	+6%	+$37K	﹤0.01%	1480
2023 Q4	$630K	Sell	12,413 -663	-5%	-$33.5K	0.01%	1389
2023 Q3	$660K	Sell	13,076 -1,788	-12%	-$90.4K	0.01%	1214
2023 Q2	$753K	Sell	14,864 -1,638	-10%	-$82.9K	0.01%	1110
2023 Q1	$838K	Sell	16,502 -57,471	-78%	-$2.91M	0.01%	1024
2022 Q4	$3.74M	Buy	73,973 +62,093	+523%	+$3.13M	0.03%	521
2022 Q3	$598K	Buy	+11,880	New	+$600K	0.01%	1220
2022 Q2	–	Sell	-12,165	Closed	-$616K	–	2196
2022 Q1	$616K	Buy	12,165 +3	+0%	+$152	0.01%	1176
2021 Q4	$621K	Sell	12,162 -2,346	-16%	-$120K	0.01%	1201
2021 Q3	$741K	Buy	14,508 +2,478	+21%	+$127K	0.01%	1174
2021 Q2	$614K	Buy	12,030 +4	+0%	+$204	0.01%	1176
2021 Q1	$614K	Buy	12,026 +819	+7%	+$41.8K	0.01%	1097
2020 Q4	$572K	Buy	11,207 +15	+0.1%	+$765	0.01%	1141
2020 Q3	$571K	Buy	+11,192	New	+$571K	0.01%	831

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Advisory Services's JMST Position: Q2 2026 in Review

Kestra Advisory Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 25% in Q2 2026, buying an estimated $513K and bringing the position to 50,336 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #1196.

Kestra Advisory Services first reported a position in JMST in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.74M in Q4 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Kestra Advisory Services held 50,336 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.57M as of Q2 2026.
Kestra Advisory Services bought 10,069 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $513K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1196 holding.
Kestra Advisory Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.74M in Q4 2022.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.