M Wealth Management LLC’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

M Wealth Management 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	$401K	Buy	7,863 +51	+0.7%	+$2.6K	0.31%	45
2026 Q1	$398K	Buy	7,812 +48	+0.6%	+$2.45K	0.34%	38
2025 Q4	$395K	Buy	7,764 +53	+0.7%	+$2.7K	0.34%	33
2025 Q3	$394K	Hold	7,711	–	–	0.35%	31
2025 Q2	$393K	Hold	7,711	–	–	0.36%	28
2025 Q1	$392K	Hold	7,711	–	–	0.37%	29
2024 Q4	$391K	Buy	+7,711	New	+$392K	0.36%	30

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

M Wealth Management LLC's JMST Position: Q2 2026 in Review

M Wealth Management LLC increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.65% in Q2 2026, buying an estimated $2.6K and bringing the position to 7,863 shares worth $401K. The position accounts for 0.31% of the portfolio, ranked #45.

M Wealth Management LLC first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

M Wealth Management LLC held 7,863 shares of JPMorgan Ultra-Short Municipal Income ETF worth $401K as of Q2 2026.
M Wealth Management LLC bought 51 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.6K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.31% of M Wealth Management LLC's portfolio in Q2 2026, its #45 holding.
M Wealth Management LLC first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.