Keudell/Morrison Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Keudell/Morrison Wealth Management’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	$252K	Buy	4,935 +730	+17%	+$37.2K	0.05%	220
2026 Q1	$214K	Sell	4,205 -23,099	-85%	-$1.18M	0.04%	226
2025 Q4	$1.39M	Buy	+27,304	New	+$1.39M	0.29%	56
2025 Q2	$3.48M	Buy	68,304 +28,016	+70%	+$1.42M	0.77%	25
2025 Q1	$2.05M	Buy	+40,288	New	+$2.05M	0.48%	40

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

Keudell/Morrison Wealth Management's JMST Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q2 2026, buying an estimated $37.2K and bringing the position to 4,935 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #220.

Keudell/Morrison Wealth Management first reported a position in JMST in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.48M in Q2 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Keudell/Morrison Wealth Management held 4,935 shares of JPMorgan Ultra-Short Municipal Income ETF worth $252K as of Q2 2026.
Keudell/Morrison Wealth Management bought 730 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $37.2K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #220 holding.
Keudell/Morrison Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
Keudell/Morrison Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.48M in Q2 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.