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KWMG LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

KWMG LLC’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 		$961K Sell
18,844
-1,419
-7% -$72.3K 0.07% 101
2026
Q1 		$1.03M Sell
20,263
-2,312
-10% -$118K 0.09% 99
2025
Q4 		$1.15M Sell
22,575
-3,113
-12% -$159K 0.1% 100
2025
Q3 		$1.31M Sell
25,688
-1,204
-4% -$61.4K 0.11% 98
2025
Q2 		$1.37M Sell
26,892
-3,903
-13% -$198K 0.13% 98
2025
Q1 		$1.57M Sell
30,795
-1,242
-4% -$63.1K 0.16% 96
2024
Q4 		$1.62M Sell
32,037
-960
-3% -$48.8K 0.17% 97
2024
Q3 		$1.68M Buy
32,997
+1,159
+4% +$58.9K 0.17% 96
2024
Q2 		$1.62M Buy
31,838
+425
+1% +$21.5K 0.17% 96
2024
Q1 		$1.59M Buy
31,413
+1,227
+4% +$62.2K 0.17% 95
2023
Q4 		$1.53M Buy
30,186
+737
+3% +$37.3K 0.18% 95
2023
Q3 		$1.49M Buy
29,449
+300
+1% +$15.2K 0.19% 96
2023
Q2 		$1.48M Buy
29,149
+779
+3% +$39.4K 0.18% 98
2023
Q1 		$1.44M Buy
28,370
+427
+2% +$21.6K 0.19% 100
2022
Q4 		$1.41M Buy
27,943
+2,802
+11% +$141K 0.2% 100
2022
Q3 		$1.26M Buy
25,141
+799
+3% +$40.4K 0.19% 102
2022
Q2 		$1.23M Buy
24,342
+1,375
+6% +$69.5K 0.19% 104
2022
Q1 		$1.16M Buy
22,967
+1,798
+8% +$91.3K 0.16% 105
2021
Q4 		$1.08M Buy
21,169
+9,719
+85% +$496K 0.15% 106
2021
Q3 		$585K Buy
11,450
+4,339
+61% +$222K 0.09% 115
2021
Q2 		$363K Buy
7,111
+2,186
+44% +$112K 0.05% 124
2021
Q1 		$251K Buy
+4,925
New +$251K 0.04% 133

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

KWMG LLC's JMST Position: Q2 2026 in Review

KWMG LLC reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7% in Q2 2026, selling an estimated $72.3K and leaving 18,844 shares worth $961K. The position accounts for 0.07% of the portfolio, ranked #101.

KWMG LLC first reported a position in JMST in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.68M in Q3 2024. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • KWMG LLC held 18,844 shares of JPMorgan Ultra-Short Municipal Income ETF worth $961K as of Q2 2026.
  • KWMG LLC sold 1,419 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $72.3K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of KWMG LLC's portfolio in Q2 2026, its #101 holding.
  • KWMG LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and has held it in 22 quarters since.
  • KWMG LLC's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.68M in Q3 2024.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.