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

Lakeridge 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 		$1.81M Buy
35,527
+4,063
+13% +$207K 0.66% 31
2026
Q1 		$1.6M Buy
+31,464
New +$1.61M 0.69% 32

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Lakeridge Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2026, buying an estimated $207K and bringing the position to 35,527 shares worth $1.81M. The position accounts for 0.66% of the portfolio, ranked #31.

Lakeridge Wealth Management first reported a position in JMST in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Lakeridge Wealth Management held 35,527 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.81M as of Q2 2026.
  • Lakeridge Wealth Management bought 4,063 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $207K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.66% of Lakeridge Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Lakeridge Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.