MPWT
JMST icon

MassMutual Private Wealth & Trust’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MassMutual Private Wealth & Trust’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 		$399K Sell
7,817
-192
-2% -$9.78K 0.01% 345
2026
Q1 		$408K Buy
8,009
+7,972
+21,546% +$407K 0.01% 331
2025
Q4 		$1.89K Hold
37
– – ﹤0.01% 2009
2025
Q3 		$1.89K Hold
37
– – ﹤0.01% 2000
2025
Q2 		$1.88K Sell
37
-1,000
-96% -$50.8K ﹤0.01% 1965
2025
Q1 		$52.7K Hold
1,037
– – ﹤0.01% 717
2024
Q4 		$52.6K Sell
1,037
-1,725
-62% -$87.6K ﹤0.01% 730
2024
Q3 		$141K Sell
2,762
-19,979
-88% -$1.02M ﹤0.01% 459
2024
Q2 		$1.15M Buy
22,741
+13,283
+140% +$673K 0.04% 230
2024
Q1 		$480K Sell
9,458
-673
-7% -$34.1K 0.01% 298
2023
Q4 		$514K Sell
10,131
-8,802
-46% -$445K 0.02% 284
2023
Q3 		$955K Buy
18,933
+7,749
+69% +$392K 0.04% 226
2023
Q2 		$566K Buy
11,184
+6,034
+117% +$305K 0.02% 266
2023
Q1 		$262K Sell
5,150
-13,347
-72% -$676K 0.01% 332
2022
Q4 		$935K Sell
18,497
-483
-3% -$24.4K 0.04% 223
2022
Q3 		$955K Buy
+18,980
New +$959K 0.04% 220
2022
Q2 		– Sell
-880
Closed -$45K – 1614
2022
Q1 		$45K Buy
+880
New +$44.7K ﹤0.01% 477

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

MassMutual Private Wealth & Trust's JMST Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.4% in Q2 2026, selling an estimated $9.78K and leaving 7,817 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #345.

MassMutual Private Wealth & Trust first reported a position in JMST in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q2 2024. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • MassMutual Private Wealth & Trust held 7,817 shares of JPMorgan Ultra-Short Municipal Income ETF worth $399K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 192 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $9.78K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #345 holding.
  • MassMutual Private Wealth & Trust first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.15M in Q2 2024.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.