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LPWM LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

LPWM LLC’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 		$5.73M Buy
112,326
+22,873
+26% +$1.16M 1.27% 14
2026
Q1 		$4.56M Sell
89,453
-2,531
-3% -$129K 1.15% 15
2025
Q4 		$4.69M Buy
91,984
+4,138
+5% +$211K 1.18% 16
2025
Q3 		$4.48M Buy
87,846
+6,361
+8% +$324K 1.2% 18
2025
Q2 		$4.15M Buy
81,485
+9,520
+13% +$483K 1.21% 17
2025
Q1 		$3.66M Buy
71,965
+20,597
+40% +$1.05M 1.18% 19
2024
Q4 		$2.6M Buy
51,368
+3,664
+8% +$186K 0.84% 24
2024
Q3 		$2.42M Sell
47,704
-6
-0% -$305 0.79% 25
2024
Q2 		$2.42M Sell
47,710
-680
-1% -$34.4K 0.83% 25
2024
Q1 		$2.45M Buy
48,390
+6,732
+16% +$342K 0.9% 25
2023
Q4 		$2.11M Sell
41,658
-3,500
-8% -$177K 0.84% 24
2023
Q3 		$2.27M Buy
45,158
+21,078
+88% +$1.07M 1.02% 20
2023
Q2 		$1.22M Buy
24,080
+14,980
+165% +$758K 0.54% 27
2023
Q1 		$462K Buy
+9,100
New +$461K 0.22% 39

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

LPWM LLC's JMST Position: Q2 2026 in Review

LPWM LLC increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 26% in Q2 2026, buying an estimated $1.16M and bringing the position to 112,326 shares worth $5.73M. The position accounts for 1.27% of the portfolio, ranked #14.

LPWM LLC first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • LPWM LLC held 112,326 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.73M as of Q2 2026.
  • LPWM LLC bought 22,873 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.16M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.27% of LPWM LLC's portfolio in Q2 2026, its #14 holding.
  • LPWM LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.