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

Midwestern 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	$381K	Buy	7,464 +48	+0.6%	+$2.44K	0.27%	46
2026 Q1	$378K	Sell	7,416 -2,015	-21%	-$103K	0.3%	47
2025 Q4	$480K	Sell	9,431 -518	-5%	-$26.4K	0.4%	43
2025 Q3	$508K	Buy	9,949 +69	+0.7%	+$3.52K	0.44%	41
2025 Q2	$503K	Buy	+9,880	New	+$501K	0.47%	40

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

Midwestern Financial's JMST Position: Q2 2026 in Review

Midwestern Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.65% in Q2 2026, buying an estimated $2.44K and bringing the position to 7,464 shares worth $381K. The position accounts for 0.27% of the portfolio, ranked #46.

Midwestern Financial first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. The position peaked at $508K in Q3 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Midwestern Financial held 7,464 shares of JPMorgan Ultra-Short Municipal Income ETF worth $381K as of Q2 2026.
Midwestern Financial bought 48 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.44K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of Midwestern Financial's portfolio in Q2 2026, its #46 holding.
Midwestern Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Midwestern Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $508K in Q3 2025.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.