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

Kestra Private Wealth 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	$1.79M	Sell	35,088 -9,816	-22%	-$500K	0.02%	640
2026 Q1	$2.29M	Buy	44,904 +13,247	+42%	+$676K	0.03%	508
2025 Q4	$1.61M	Buy	31,657 +1,116	+4%	+$56.9K	0.02%	618
2025 Q3	$1.56M	Buy	30,541 +8,625	+39%	+$440K	0.02%	615
2025 Q2	$1.12M	Buy	21,916 +2,707	+14%	+$137K	0.02%	702
2025 Q1	$977K	Buy	+19,209	New	+$976K	0.02%	690

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 Private Wealth Services's JMST Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 22% in Q2 2026, selling an estimated $500K and leaving 35,088 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #640.

Kestra Private Wealth Services first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.29M in Q1 2026. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Kestra Private Wealth Services held 35,088 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.79M as of Q2 2026.
Kestra Private Wealth Services sold 9,816 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $500K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #640 holding.
Kestra Private Wealth Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
Kestra Private Wealth Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.29M in Q1 2026.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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