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

Lifelong Wealth 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	$412K	Sell	8,072 -5,151	-39%	-$262K	0.1%	68
2026 Q1	$674K	Hold	13,223	–	–	0.18%	43
2025 Q4	$674K	Sell	13,223 -400	-3%	-$20.4K	0.18%	45
2025 Q3	$695K	Sell	13,623 -642	-5%	-$32.7K	0.21%	39
2025 Q2	$726K	Sell	14,265 -6,546	-31%	-$332K	0.24%	37
2025 Q1	$1.06M	Sell	20,811 -2,654	-11%	-$135K	0.5%	25
2024 Q4	$1.19M	Buy	+23,465	New	+$1.19M	0.53%	23

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lifelong Wealth Advisors's JMST Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 39% in Q2 2026, selling an estimated $262K and leaving 8,072 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #68.

Lifelong Wealth Advisors first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2024. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Lifelong Wealth Advisors held 8,072 shares of JPMorgan Ultra-Short Municipal Income ETF worth $412K as of Q2 2026.
Lifelong Wealth Advisors sold 5,151 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $262K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Lifelong Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.19M in Q4 2024.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.