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

Members Wealth’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	$623K	Buy	12,220 +2,399	+24%	+$122K	0.34%	52
2026 Q1	$500K	Buy	9,821 +1,472	+18%	+$75.1K	0.3%	54
2025 Q4	$426K	Hold	8,349	–	–	0.27%	68
2025 Q3	$425K	Buy	+8,349	New	+$426K	0.27%	58
2025 Q1	$422K	Hold	8,305	–	–	0.32%	57
2024 Q4	$422K	Buy	+8,305	New	+$422K	0.31%	60
2024 Q2	$424K	Buy	+8,349	New	+$423K	0.28%	59

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

Members Wealth's JMST Position: Q2 2026 in Review

Members Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 24% in Q2 2026, buying an estimated $122K and bringing the position to 12,220 shares worth $623K. The position accounts for 0.34% of the portfolio, ranked #52.

Members Wealth first reported a position in JMST in Q2 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Members Wealth held 12,220 shares of JPMorgan Ultra-Short Municipal Income ETF worth $623K as of Q2 2026.
Members Wealth bought 2,399 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $122K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.34% of Members Wealth's portfolio in Q2 2026, its #52 holding.
Members Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.