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

Meridian Financial’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	$607K	Buy	11,900 +3,078	+35%	+$157K	0.29%	68
2026 Q1	$450K	Buy	8,822 +2,862	+48%	+$146K	0.25%	79
2025 Q4	$304K	Buy	5,960 +16	+0.3%	+$815	0.17%	105
2025 Q3	$303K	Buy	5,944 +604	+11%	+$30.8K	0.17%	98
2025 Q2	$272K	Buy	5,340 +617	+13%	+$31.3K	0.18%	99
2025 Q1	$240K	Sell	4,723 -299	-6%	-$15.2K	0.17%	100
2024 Q4	$255K	Buy	5,022 +322	+7%	+$16.4K	0.18%	96
2024 Q3	$239K	Buy	4,700 +26	+0.6%	+$1.32K	0.16%	115
2024 Q2	$237K	Buy	4,674 +27	+0.6%	+$1.37K	0.17%	107
2024 Q1	$236K	Buy	4,647 +27	+0.6%	+$1.37K	0.18%	108
2023 Q4	$234K	Buy	4,620 +26	+0.6%	+$1.31K	0.18%	99
2023 Q3	$232K	Buy	4,594 +25	+0.5%	+$1.26K	0.22%	88
2023 Q2	$231K	Buy	4,569 +22	+0.5%	+$1.11K	0.21%	89
2023 Q1	$231K	Buy	+4,547	New	+$230K	0.22%	90
2022 Q1	–	Sell	-3,950	Closed	-$202K	–	99
2021 Q4	$202K	Buy	+3,950	New	+$202K	0.19%	98

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

Meridian Financial's JMST Position: Q2 2026 in Review

Meridian Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 35% in Q2 2026, buying an estimated $157K and bringing the position to 11,900 shares worth $607K. The position accounts for 0.29% of the portfolio, ranked #68.

Meridian Financial first reported a position in JMST in Q4 2021 and has held it in 15 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Meridian Financial held 11,900 shares of JPMorgan Ultra-Short Municipal Income ETF worth $607K as of Q2 2026.
Meridian Financial bought 3,078 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $157K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.29% of Meridian Financial's portfolio in Q2 2026, its #68 holding.
Meridian Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 15 quarters since.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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