Lido Advisors
JMST icon

Lido Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Lido Advisors’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 		$13.7M Sell
268,691
-10,663
-4% -$543K 0.04% 300
2026
Q1 		$14.2M Sell
279,354
-4,462
-2% -$228K 0.04% 262
2025
Q4 		$14.5M Sell
283,816
-20,008
-7% -$1.02M 0.04% 257
2025
Q3 		$15.5M Sell
303,824
-26,711
-8% -$1.36M 0.05% 230
2025
Q2 		$16.8M Buy
330,535
+40,205
+14% +$2.04M 0.07% 177
2025
Q1 		$14.8M Buy
290,330
+178,678
+160% +$9.08M 0.07% 178
2024
Q4 		$5.66M Buy
+111,652
New +$5.67M 0.03% 303
2024
Q1 		– Sell
-7,383
Closed -$376K – 1431
2023
Q4 		$376K Sell
7,383
-4,045
-35% -$205K ﹤0.01% 951
2023
Q3 		$577K Sell
11,428
-13,696
-55% -$692K ﹤0.01% 706
2023
Q2 		$1.27M Buy
25,124
+7,833
+45% +$396K 0.01% 471
2023
Q1 		$878K Buy
17,291
+2,840
+20% +$144K 0.01% 508
2022
Q4 		$730K Hold
14,451
– – 0.01% 482
2022
Q3 		$726K Hold
14,451
– – 0.01% 448
2022
Q2 		$731K Hold
14,451
– – 0.01% 427
2022
Q1 		$731K Sell
14,451
-1,661
-10% -$84.4K 0.01% 475
2021
Q4 		$822K Sell
16,112
-16,640
-51% -$849K 0.01% 465
2021
Q3 		$1.67M Buy
32,752
+17,126
+110% +$875K 0.02% 298
2021
Q2 		$798K Sell
15,626
-28,202
-64% -$1.44M 0.01% 429
2021
Q1 		$2.24M Buy
43,828
+29,377
+203% +$1.5M 0.04% 210
2020
Q4 		$737K Buy
+14,451
New +$737K 0.02% 381

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

Lido Advisors's JMST Position: Q2 2026 in Review

Lido Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.8% in Q2 2026, selling an estimated $543K and leaving 268,691 shares worth $13.7M. The position accounts for 0.04% of the portfolio, ranked #300.

Lido Advisors first reported a position in JMST in Q4 2020 and has held it in 20 quarters since. The position peaked at $16.8M in Q2 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Lido Advisors held 268,691 shares of JPMorgan Ultra-Short Municipal Income ETF worth $13.7M as of Q2 2026.
  • Lido Advisors sold 10,663 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $543K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #300 holding.
  • Lido Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 20 quarters since.
  • Lido Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $16.8M in Q2 2025.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.