Lifestyle Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Lifestyle Asset 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	$328K	Hold	6,440	–	–	0.09%	109
2026 Q1	$328K	Sell	6,440 -520	-7%	-$26.5K	0.11%	110
2025 Q4	$355K	Hold	6,960	–	–	0.12%	99
2025 Q3	$355K	Sell	6,960 -1,919	-22%	-$97.8K	0.12%	102
2025 Q2	$452K	Hold	8,879	–	–	0.21%	72
2025 Q1	$451K	Buy	8,879 +4,529	+104%	+$230K	0.25%	59
2024 Q4	$221K	Buy	+4,350	New	+$221K	0.12%	100

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

Lifestyle Asset Management's JMST Position: Q2 2026 in Review

Lifestyle Asset Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 6,440 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #109.

Lifestyle Asset Management first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $452K in Q2 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Lifestyle Asset Management held 6,440 shares of JPMorgan Ultra-Short Municipal Income ETF worth $328K as of Q2 2026.
Lifestyle Asset Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Lifestyle Asset Management's portfolio in Q2 2026, its #109 holding.
Lifestyle Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Lifestyle Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $452K in Q2 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.