MBM Wealth Consultants’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

MBM Wealth Consultants’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	$12.5M	Buy	245,679 +9,124	+4%	+$465K	2.42%	13
2026 Q1	$12.1M	Sell	236,555 -974	-0.4%	-$49.7K	2.77%	11
2025 Q4	$12.1M	Sell	237,529 -19,319	-8%	-$984K	2.88%	11
2025 Q3	$13.1M	Buy	256,848 +8,401	+3%	+$428K	3.26%	11
2025 Q2	$12.7M	Buy	248,447 +3,834	+2%	+$195K	3.39%	9
2025 Q1	$12.4M	Sell	244,613 -8,429	-3%	-$428K	3.68%	9
2024 Q4	$12.8M	Sell	253,042 -13,001	-5%	-$660K	3.82%	8
2024 Q3	$13.6M	Buy	266,043 +7,857	+3%	+$399K	4.27%	6
2024 Q2	$13.1M	Buy	258,186 +33,742	+15%	+$1.71M	4.46%	5
2024 Q1	$11.4M	Buy	224,444 +3,777	+2%	+$192K	4.01%	8
2023 Q4	$11.2M	Sell	220,667 -9,503	-4%	-$481K	4.18%	8
2023 Q3	$11.6M	Sell	230,170 -42,589	-16%	-$2.15M	5.05%	5
2023 Q2	$13.8M	Sell	272,759 -80,664	-23%	-$4.08M	5.91%	4
2023 Q1	$18M	Hold	353,423	–	–	7.33%	4
2022 Q4	$17.9M	Sell	353,423 -11,296	-3%	-$570K	8.28%	4
2022 Q3	$18.3M	Buy	364,719 +15,266	+4%	+$771K	8.83%	4
2022 Q2	$17.7M	Buy	+349,453	New	+$17.7M	8.65%	4

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MBM Wealth Consultants's JMST Position: Q2 2026 in Review

MBM Wealth Consultants increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.9% in Q2 2026, buying an estimated $465K and bringing the position to 245,679 shares worth $12.5M. The position accounts for 2.42% of the portfolio, ranked #13.

MBM Wealth Consultants first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.3M in Q3 2022. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

MBM Wealth Consultants held 245,679 shares of JPMorgan Ultra-Short Municipal Income ETF worth $12.5M as of Q2 2026.
MBM Wealth Consultants bought 9,124 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $465K.
JPMorgan Ultra-Short Municipal Income ETF made up 2.42% of MBM Wealth Consultants's portfolio in Q2 2026, its #13 holding.
MBM Wealth Consultants first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
MBM Wealth Consultants's JPMorgan Ultra-Short Municipal Income ETF position peaked at $18.3M in Q3 2022.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.