Kuhn & Co Investment Counsel’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Kuhn & Co Investment Counsel’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	$1.01M	Buy	19,841 +653	+3%	+$33.3K	0.58%	47
2026 Q1	$978K	Buy	19,188 +2,854	+17%	+$146K	0.63%	47
2025 Q4	$832K	Buy	16,334 +2,936	+22%	+$150K	0.55%	52
2025 Q3	$684K	Sell	13,398 -2,973	-18%	-$152K	0.54%	61
2025 Q2	$834K	Buy	16,371 +661	+4%	+$33.5K	0.63%	51
2025 Q1	$799K	Buy	15,710 +3,156	+25%	+$160K	0.67%	48
2024 Q4	$637K	Buy	12,554 +1,868	+17%	+$94.9K	0.54%	60
2024 Q3	$544K	Buy	10,686 +376	+4%	+$19.1K	0.46%	76
2024 Q2	$523K	Buy	10,310 +1,593	+18%	+$80.7K	0.47%	74
2024 Q1	$442K	Sell	8,717 -768	-8%	-$39K	0.42%	83
2023 Q4	$481K	Buy	+9,485	New	+$480K	0.49%	68

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

Kuhn & Co Investment Counsel's JMST Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.4% in Q2 2026, buying an estimated $33.3K and bringing the position to 19,841 shares worth $1.01M. The position accounts for 0.58% of the portfolio, ranked #47.

Kuhn & Co Investment Counsel first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Kuhn & Co Investment Counsel held 19,841 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.01M as of Q2 2026.
Kuhn & Co Investment Counsel bought 653 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $33.3K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.58% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #47 holding.
Kuhn & Co Investment Counsel first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.