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

Lineweaver 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	$300K	Buy	5,891 +30	+0.5%	+$1.53K	0.04%	156
2026 Q1	$299K	Sell	5,861 -13,734	-70%	-$701K	0.04%	151
2025 Q4	$998K	Sell	19,595 -1,697	-8%	-$86.4K	0.14%	108
2025 Q3	$1.09M	Buy	21,292 +2,358	+12%	+$120K	0.16%	94
2025 Q2	$964K	Buy	18,934 +1,315	+7%	+$66.7K	0.15%	96
2025 Q1	$896K	Buy	17,619 +2,168	+14%	+$110K	0.15%	94
2024 Q4	$784K	Buy	15,451 +1,734	+13%	+$88.1K	0.14%	94
2024 Q3	$699K	Buy	13,717 +687	+5%	+$34.9K	0.13%	95
2024 Q2	$661K	Buy	13,030 +1,749	+16%	+$88.6K	0.14%	97
2024 Q1	$572K	Buy	11,281 +2,391	+27%	+$121K	0.14%	97
2023 Q4	$451K	Buy	+8,890	New	+$450K	0.12%	102

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

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

Lineweaver Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.51% in Q2 2026, buying an estimated $1.53K and bringing the position to 5,891 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #156.

Lineweaver Wealth Advisors first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Lineweaver Wealth Advisors held 5,891 shares of JPMorgan Ultra-Short Municipal Income ETF worth $300K as of Q2 2026.
Lineweaver Wealth Advisors bought 30 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.53K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Lineweaver Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Lineweaver Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.09M in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.