MAC
JMST icon

Mason & Associates (California)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mason & Associates (California)’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 		$297K Buy
5,829
+772
+15% +$39.3K 0.05% 142
2026
Q1 		$258K Sell
5,057
-2,526
-33% -$129K 0.05% 141
2025
Q4 		$386K Sell
7,583
-4,312
-36% -$220K 0.07% 119
2025
Q3 		$607K Sell
11,895
-3,249
-21% -$166K 0.12% 71
2025
Q2 		$771K Sell
15,144
-4,901
-24% -$249K 0.18% 60
2025
Q1 		$1.02M Sell
20,045
-16,342
-45% -$830K 0.25% 51
2024
Q4 		$1.85M Sell
36,387
-2,886
-7% -$147K 0.43% 35
2024
Q3 		$2M Buy
39,273
+27,471
+233% +$1.4M 0.5% 36
2024
Q2 		$599K Sell
11,802
-4,400
-27% -$223K 0.16% 60
2024
Q1 		$822K Sell
16,202
-2,891
-15% -$147K 0.22% 47
2023
Q4 		$969K Sell
19,093
-6,818
-26% -$345K 0.28% 31
2023
Q3 		$1.31M Sell
25,911
-3,790
-13% -$192K 0.42% 29
2023
Q2 		$1.5M Sell
29,701
-295
-1% -$14.9K 0.44% 27
2023
Q1 		$1.52M Sell
29,996
-1,766
-6% -$89.4K 0.47% 22
2022
Q4 		$1.61M Buy
+31,762
New +$1.6M 0.51% 21

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

Mason & Associates (California)'s JMST Position: Q2 2026 in Review

Mason & Associates (California) increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q2 2026, buying an estimated $39.3K and bringing the position to 5,829 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #142.

Mason & Associates (California) first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $2M in Q3 2024. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Mason & Associates (California) held 5,829 shares of JPMorgan Ultra-Short Municipal Income ETF worth $297K as of Q2 2026.
  • Mason & Associates (California) bought 772 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $39.3K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Mason & Associates (California)'s portfolio in Q2 2026, its #142 holding.
  • Mason & Associates (California) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Mason & Associates (California)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $2M in Q3 2024.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.