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

McNamara 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 		$2.76M Sell
54,132
-110,170
-67% -$5.61M 0.48% 23
2026
Q1 		$8.38M Buy
164,302
+4,207
+3% +$215K 1.59% 11
2025
Q4 		$8.16M Buy
160,095
+16,925
+12% +$862K 1.55% 11
2025
Q3 		$7.31M Buy
143,170
+2,860
+2% +$146K 1.36% 12
2025
Q2 		$7.14M Buy
140,310
+14,560
+12% +$739K 1.42% 12
2025
Q1 		$6.39M Buy
125,750
+8,877
+8% +$451K 1.38% 12
2024
Q4 		$5.93M Buy
+116,873
New +$5.94M 1.39% 13

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

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

McNamara Financial Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 67% in Q2 2026, selling an estimated $5.61M and leaving 54,132 shares worth $2.76M. The position accounts for 0.48% of the portfolio, ranked #23.

McNamara Financial Services first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.38M in Q1 2026. 332 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • McNamara Financial Services held 54,132 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.76M as of Q2 2026.
  • McNamara Financial Services sold 110,170 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $5.61M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.48% of McNamara Financial Services's portfolio in Q2 2026, its #23 holding.
  • McNamara Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • McNamara Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.38M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.