KWM
JMST icon

Kingsview Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kingsview 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 		$775K Buy
15,196
+4,810
+46% +$245K 0.01% 823
2026
Q1 		$529K Buy
10,386
+121
+1% +$6.18K 0.01% 891
2025
Q4 		$523K Sell
10,265
-1,016
-9% -$51.8K 0.01% 833
2025
Q3 		$576K Sell
11,281
-683
-6% -$34.8K 0.01% 761
2025
Q2 		$609K Sell
11,964
-3,967
-25% -$201K 0.01% 706
2025
Q1 		$810K Sell
15,931
-983
-6% -$50K 0.02% 599
2024
Q4 		$858K Buy
16,914
+707
+4% +$35.9K 0.02% 588
2024
Q3 		$826K Buy
16,207
+6,937
+75% +$353K 0.02% 581
2024
Q2 		$470K Buy
+9,270
New +$470K 0.01% 699
2024
Q1 		– Sell
-13,561
Closed -$688K – 1043
2023
Q4 		$688K Sell
13,561
-15,536
-53% -$786K 0.02% 566
2023
Q3 		$1.47M Buy
29,097
+8
+0% +$404 0.05% 350
2023
Q2 		$1.47M Sell
29,089
-8,487
-23% -$430K 0.06% 304
2023
Q1 		$1.91M Sell
37,576
-30,572
-45% -$1.55M 0.08% 252
2022
Q4 		$3.44M Sell
68,148
-28,380
-29% -$1.43M 0.15% 159
2022
Q3 		$4.86M Sell
96,528
-8,322
-8% -$421K 0.23% 101
2022
Q2 		$5.31M Sell
104,850
-5,009
-5% -$253K 0.25% 98
2022
Q1 		$5.56M Buy
109,859
+309
+0.3% +$15.7K 0.24% 96
2021
Q4 		$5.59M Buy
109,550
+7,325
+7% +$374K 0.23% 98
2021
Q3 		$5.22M Buy
102,225
+33,775
+49% +$1.73M 0.25% 91
2021
Q2 		$3.5M Buy
68,450
+29,900
+78% +$1.53M 0.17% 132
2021
Q1 		$1.97M Buy
38,550
+17,861
+86% +$912K 0.11% 196
2020
Q4 		$1.06M Buy
+20,689
New +$1.06M 0.08% 262

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

Kingsview Wealth Management's JMST Position: Q2 2026 in Review

Kingsview Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 46% in Q2 2026, buying an estimated $245K and bringing the position to 15,196 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #823.

Kingsview Wealth Management first reported a position in JMST in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.59M in Q4 2021. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Kingsview Wealth Management held 15,196 shares of JPMorgan Ultra-Short Municipal Income ETF worth $775K as of Q2 2026.
  • Kingsview Wealth Management bought 4,810 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $245K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #823 holding.
  • Kingsview Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 22 quarters since.
  • Kingsview Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.59M in Q4 2021.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.