LFG
JMST icon

Leverty Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Leverty Financial Group’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 		$5.05M Buy
98,985
+23,345
+31% +$1.19M 0.98% 13
2026
Q1 		$3.86M Buy
75,640
+47,049
+165% +$2.4M 0.85% 14
2025
Q4 		$1.46M Buy
28,591
+9,134
+47% +$465K 0.35% 17
2025
Q3 		$993K Buy
19,457
+1,347
+7% +$68.7K 0.26% 16
2025
Q2 		$922K Sell
18,110
-933
-5% -$47.4K 0.28% 17
2025
Q1 		$968K Buy
+19,043
New +$968K 0.4% 15

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
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Leverty Financial Group's JMST Position: Q2 2026 in Review

Leverty Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 31% in Q2 2026, buying an estimated $1.19M and bringing the position to 98,985 shares worth $5.05M. The position accounts for 0.98% of the portfolio, ranked #13.

Leverty Financial Group first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Leverty Financial Group held 98,985 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.05M as of Q2 2026.
  • Leverty Financial Group bought 23,345 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.19M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.98% of Leverty Financial Group's portfolio in Q2 2026, its #13 holding.
  • Leverty Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.