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

Marion Wealth Management’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 		$1.04M Buy
20,326
+3,618
+22% +$184K 0.21% 83
2026
Q1 		$852K Hold
16,708
– – 0.19% 83
2025
Q4 		$853K Buy
16,708
+2,562
+18% +$131K 0.19% 82
2025
Q3 		$722K Buy
14,146
+1,301
+10% +$66.3K 0.17% 84
2025
Q2 		$654K Buy
12,845
+3,003
+31% +$152K 0.16% 85
2025
Q1 		$500K Buy
9,842
+2,156
+28% +$110K 0.13% 88
2024
Q4 		$390K Buy
7,686
+1,849
+32% +$93.9K 0.1% 96
2024
Q3 		$297K Buy
5,837
+1,428
+32% +$72.6K 0.08% 112
2024
Q2 		$224K Buy
+4,409
New +$223K 0.07% 116

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Marion Wealth Management's JMST Position: Q2 2026 in Review

Marion Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 22% in Q2 2026, buying an estimated $184K and bringing the position to 20,326 shares worth $1.04M. The position accounts for 0.21% of the portfolio, ranked #83.

Marion Wealth Management first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. 113 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Marion Wealth Management held 20,326 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.04M as of Q2 2026.
  • Marion Wealth Management bought 3,618 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $184K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.21% of Marion Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Marion Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 113 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.