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

MFA 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
2025 Q2	–	Sell	-31,366	Closed	-$1.59M	–	92
2025 Q1	$1.59M	Buy	31,366 +6,731	+27%	+$342K	0.39%	38
2024 Q4	$1.25M	Sell	24,635 -27,513	-53%	-$1.4M	0.32%	38
2024 Q3	$2.66M	Sell	52,148 -76	-0.1%	-$3.86K	0.58%	35
2024 Q2	$2.65M	Sell	52,224 -49,705	-49%	-$2.52M	0.58%	38
2024 Q1	$5.17M	Buy	101,929 +1,276	+1%	+$64.7K	1.36%	21
2023 Q4	$5.11M	Buy	100,653 +1,266	+1%	+$64K	1.44%	19
2023 Q3	$5.01M	Buy	99,387 +10,017	+11%	+$506K	1.56%	19
2023 Q2	$4.53M	Buy	+89,370	New	+$4.52M	1.43%	20

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

MFA Wealth Advisors's JMST Position: Q2 2025 in Review

MFA Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 31,366 shares — an estimated $1.59M sold.

MFA Wealth Advisors first reported a position in JMST in Q2 2023 and held it in 8 quarters. The position peaked at $5.17M in Q1 2024. 500 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

MFA Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
MFA Wealth Advisors sold 31,366 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $1.59M.
MFA Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and held it in 8 quarters.
MFA Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.17M in Q1 2024.
500 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on MFA Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.