LWP
JMST icon

Laurel Wealth Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Laurel Wealth Planning’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 		$2.73M Sell
53,505
-2,496
-4% -$127K 1.21% 29
2026
Q1 		$2.85M Buy
56,001
+1,233
+2% +$62.9K 1.51% 25
2025
Q4 		$2.79M Buy
54,768
+2,277
+4% +$116K 1.55% 22
2025
Q3 		$2.68M Buy
52,491
+2,383
+5% +$121K 1.42% 23
2025
Q2 		$2.55M Buy
50,108
+1,194
+2% +$60.6K 1.45% 23
2025
Q1 		$2.49M Buy
48,914
+7,848
+19% +$399K 1.65% 21
2024
Q4 		$2.08M Buy
41,066
+3,343
+9% +$170K 1.34% 25
2024
Q3 		$1.92M Sell
37,723
-361
-0.9% -$18.4K 1.26% 23
2024
Q2 		$1.93M Buy
38,084
+10,085
+36% +$511K 1.35% 22
2024
Q1 		$1.42M Buy
27,999
+3,105
+12% +$158K 0.94% 28
2023
Q4 		$1.26M Buy
24,894
+4,097
+20% +$207K 0.89% 30
2023
Q3 		$1.05M Buy
20,797
+1,154
+6% +$58.3K 0.82% 31
2023
Q2 		$995K Sell
19,643
-2,604
-12% -$132K 0.71% 36
2023
Q1 		$1.13M Buy
22,247
+311
+1% +$15.7K 0.75% 38
2022
Q4 		$1.11M Buy
21,936
+2,617
+14% +$132K 0.71% 37
2022
Q3 		$972K Buy
19,319
+3,680
+24% +$186K 0.72% 36
2022
Q2 		$792K Buy
15,639
+7,335
+88% +$371K 0.56% 39
2022
Q1 		$421K Sell
8,304
-776
-9% -$39.4K 0.28% 54
2021
Q4 		$464K Buy
9,080
+4,515
+99% +$230K 0.35% 47
2021
Q3 		$233K Buy
+4,565
New +$233K 0.19% 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

Laurel Wealth Planning's JMST Position: Q2 2026 in Review

Laurel Wealth Planning reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.5% in Q2 2026, selling an estimated $127K and leaving 53,505 shares worth $2.73M. The position accounts for 1.21% of the portfolio, ranked #29.

Laurel Wealth Planning first reported a position in JMST in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.85M in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Laurel Wealth Planning held 53,505 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.73M as of Q2 2026.
  • Laurel Wealth Planning sold 2,496 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $127K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.21% of Laurel Wealth Planning's portfolio in Q2 2026, its #29 holding.
  • Laurel Wealth Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Laurel Wealth Planning's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.85M in Q1 2026.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.