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Klingman & Associates’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Klingman & Associates’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 		$780K Sell
15,293
-106,481
-87% -$5.42M 0.03% 165
2026
Q1 		$6.21M Buy
121,774
+74,345
+157% +$3.79M 0.3% 45
2025
Q4 		$2.42M Buy
47,429
+13,008
+38% +$663K 0.12% 77
2025
Q3 		$1.76M Buy
34,421
+9,544
+38% +$486K 0.09% 90
2025
Q2 		$1.27M Sell
24,877
-7,324
-23% -$372K 0.07% 100
2025
Q1 		$1.64M Buy
32,201
+12,000
+59% +$610K 0.1% 81
2024
Q4 		$1.02M Sell
20,201
-14,522
-42% -$738K 0.06% 101
2024
Q3 		$1.77M Sell
34,723
-3,394
-9% -$173K 0.11% 81
2024
Q2 		$1.93M Sell
38,117
-11,379
-23% -$576K 0.13% 69
2024
Q1 		$2.51M Sell
49,496
-27,208
-35% -$1.38M 0.17% 56
2023
Q4 		$3.89M Sell
76,704
-27,883
-27% -$1.41M 0.29% 42
2023
Q3 		$5.28M Sell
104,587
-105,018
-50% -$5.31M 0.43% 38
2023
Q2 		$10.6M Sell
209,605
-78,008
-27% -$3.95M 0.86% 28
2023
Q1 		$14.6M Sell
287,613
-403,755
-58% -$20.4M 1.26% 26
2022
Q4 		$34.9M Buy
691,368
+106,695
+18% +$5.38M 3.06% 8
2022
Q3 		$29.4M Buy
584,673
+94,825
+19% +$4.79M 2.89% 11
2022
Q2 		$24.8M Sell
489,848
-43,030
-8% -$2.17M 2.42% 13
2022
Q1 		$27M Sell
532,878
-9,744
-2% -$495K 2.29% 13
2021
Q4 		$27.7M Buy
542,622
+57,535
+12% +$2.94M 2.38% 14
2021
Q3 		$24.8M Buy
485,087
+122,435
+34% +$6.25M 2.31% 13
2021
Q2 		$18.5M Buy
362,652
+65,925
+22% +$3.37M 1.78% 19
2021
Q1 		$15.1M Buy
296,727
+47,762
+19% +$2.44M 1.57% 20
2020
Q4 		$12.7M Buy
248,965
+149,940
+151% +$7.65M 1.47% 19
2020
Q3 		$5.05M Buy
99,025
+82,300
+492% +$4.2M 0.68% 25
2020
Q2 		$853K Buy
+16,725
New +$849K 0.13% 56
2019
Q3 		– Sell
-15,500
Closed -$782K – 123
2019
Q2 		$782K Buy
+15,500
New +$781K 0.15% 56

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

Klingman & Associates's JMST Position: Q2 2026 in Review

Klingman & Associates reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 87% in Q2 2026, selling an estimated $5.42M and leaving 15,293 shares worth $780K. The position accounts for 0.03% of the portfolio, ranked #165.

Klingman & Associates first reported a position in JMST in Q2 2019 and has held it in 26 quarters since. The position peaked at $34.9M in Q4 2022. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Klingman & Associates held 15,293 shares of JPMorgan Ultra-Short Municipal Income ETF worth $780K as of Q2 2026.
  • Klingman & Associates sold 106,481 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $5.42M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #165 holding.
  • Klingman & Associates first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2019 and has held it in 26 quarters since.
  • Klingman & Associates's JPMorgan Ultra-Short Municipal Income ETF position peaked at $34.9M in Q4 2022.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.