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Mattson Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mattson Financial Services’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 		$1.13M Buy
22,180
+7,539
+51% +$384K 0.24% 120
2026
Q1 		$746K Sell
14,641
-234
-2% -$11.9K 0.18% 133
2025
Q4 		$758K Buy
14,875
+3,171
+27% +$162K 0.18% 136
2025
Q3 		$597K Buy
+11,704
New +$597K 0.14% 138
2025
Q2 		– Sell
-233
Closed -$11.8K – 257
2025
Q1 		$11.8K Buy
+233
New +$11.8K ﹤0.01% 246

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

Mattson Financial Services's JMST Position: Q2 2026 in Review

Mattson Financial Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 51% in Q2 2026, buying an estimated $384K and bringing the position to 22,180 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #120.

Mattson Financial Services first reported a position in JMST in Q1 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Mattson Financial Services held 22,180 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.13M as of Q2 2026.
  • Mattson Financial Services bought 7,539 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $384K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.24% of Mattson Financial Services's portfolio in Q2 2026, its #120 holding.
  • Mattson Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.