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Medallion Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-1,026
Closed -$52.3K – 1269
2026
Q1 		$52.3K Buy
+1,026
New +$52.4K 0.02% 467

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

Medallion Wealth Advisors's JMST Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 1,026 shares — an estimated $52.3K sold.

Medallion Wealth Advisors first reported a position in JMST in Q1 2026 and held it in 1 quarter. The position peaked at $52.3K in Q1 2026. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 1,026 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $52.3K.
  • Medallion Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and held it in 1 quarter.
  • Medallion Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $52.3K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.