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Mallini Complete Financial Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mallini Complete Financial Planning’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 		$770K Buy
15,092
+97
+0.6% +$4.94K 0.55% 12
2026
Q1 		$764K Buy
14,995
+93
+0.6% +$4.75K 0.61% 10
2025
Q4 		$759K Buy
14,902
+101
+0.7% +$5.14K 0.61% 12
2025
Q3 		$755K Buy
14,801
+103
+0.7% +$5.25K 0.61% 12
2025
Q2 		$748K Buy
14,698
+1,898
+15% +$96.3K 0.95% 12
2025
Q1 		$651K Buy
12,800
+93
+0.7% +$4.73K 0.62% 15
2024
Q4 		$644K Buy
+12,707
New +$645K 0.61% 15

Other funds holding JMST

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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mallini Complete Financial Planning's JMST Position: Q2 2026 in Review

Mallini Complete Financial Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.65% in Q2 2026, buying an estimated $4.94K and bringing the position to 15,092 shares worth $770K. The position accounts for 0.55% of the portfolio, ranked #12.

Mallini Complete Financial Planning first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Mallini Complete Financial Planning held 15,092 shares of JPMorgan Ultra-Short Municipal Income ETF worth $770K as of Q2 2026.
  • Mallini Complete Financial Planning bought 97 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $4.94K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.55% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Mallini Complete Financial Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 332 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.