LPL Financial
JMST icon

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

LPL Financial’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 		$157M Buy
3,079,442
+160
+0% +$8.15K 0.04% 471
2026
Q1 		$157M Buy
3,079,282
+54,986
+2% +$2.81M 0.04% 414
2025
Q4 		$154M Buy
3,024,296
+54,500
+2% +$2.78M 0.04% 405
2025
Q3 		$152M Sell
2,969,796
-162,371
-5% -$8.28M 0.04% 384
2025
Q2 		$159M Buy
3,132,167
+421,284
+16% +$21.4M 0.05% 324
2025
Q1 		$138M Buy
2,710,883
+382,544
+16% +$19.4M 0.05% 326
2024
Q4 		$118M Buy
2,328,339
+402,646
+21% +$20.5M 0.05% 344
2024
Q3 		$98.1M Buy
1,925,693
+167,861
+10% +$8.53M 0.04% 375
2024
Q2 		$89.2M Buy
1,757,832
+172,347
+11% +$8.73M 0.04% 372
2024
Q1 		$80.4M Buy
1,585,485
+24,000
+2% +$1.22M 0.04% 391
2023
Q4 		$79.2M Sell
1,561,485
-1,021
-0.1% -$51.6K 0.05% 350
2023
Q3 		$78.8M Buy
1,562,506
+266,857
+21% +$13.5M 0.06% 304
2023
Q2 		$65.6M Buy
1,295,649
+60,457
+5% +$3.06M 0.05% 351
2023
Q1 		$62.7M Buy
1,235,192
+44,289
+4% +$2.24M 0.05% 355
2022
Q4 		$60.2M Buy
1,190,903
+522,357
+78% +$26.3M 0.05% 343
2022
Q3 		$33.6M Buy
668,546
+34,511
+5% +$1.74M 0.03% 453
2022
Q2 		$32.1M Buy
634,035
+301,956
+91% +$15.3M 0.03% 467
2022
Q1 		$16.8M Buy
332,079
+65,692
+25% +$3.34M 0.01% 744
2021
Q4 		$13.6M Sell
266,387
-5,013
-2% -$256K 0.01% 849
2021
Q3 		$13.9M Buy
271,400
+66,623
+33% +$3.4M 0.01% 785
2021
Q2 		$10.5M Buy
204,777
+31,181
+18% +$1.59M 0.01% 888
2021
Q1 		$8.86M Sell
173,596
-104,995
-38% -$5.36M 0.01% 887
2020
Q4 		$14.2M Buy
278,591
+15,304
+6% +$781K 0.02% 597
2020
Q3 		$13.4M Buy
263,287
+32,351
+14% +$1.65M 0.02% 524
2020
Q2 		$11.8M Buy
230,936
+4,005
+2% +$203K 0.02% 531
2020
Q1 		$11.4M Buy
226,931
+118,162
+109% +$5.96M 0.02% 463
2019
Q4 		$5.49M Buy
108,769
+31,337
+40% +$1.58M 0.01% 806
2019
Q3 		$3.9M Buy
77,432
+15,294
+25% +$772K 0.01% 899
2019
Q2 		$3.13M Buy
62,138
+57,595
+1,268% +$2.9M 0.01% 998
2019
Q1 		$229K Buy
+4,543
New +$229K ﹤0.01% 2844

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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

LPL Financial's JMST Position: Q2 2026 in Review

LPL Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.01% in Q2 2026, buying an estimated $8.15K and bringing the position to 3,079,442 shares worth $157M. The position accounts for 0.04% of the portfolio, ranked #471.

LPL Financial first reported a position in JMST in Q1 2019 and has held it in 30 quarters since. The position peaked at $159M in Q2 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • LPL Financial held 3,079,442 shares of JPMorgan Ultra-Short Municipal Income ETF worth $157M as of Q2 2026.
  • LPL Financial bought 160 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $8.15K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #471 holding.
  • LPL Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2019 and has held it in 30 quarters since.
  • LPL Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $159M in Q2 2025.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.