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

Mills 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
-35,696
Closed -$1.82M – 81
2026
Q1 		$1.82M Sell
35,696
-33,778
-49% -$1.72M 0.64% 24
2025
Q4 		$3.54M Sell
69,474
-25,404
-27% -$1.29M 1.4% 17
2025
Q3 		$4.84M Buy
94,878
+21,694
+30% +$1.11M 1.97% 14
2025
Q2 		$3.73M Sell
73,184
-41,877
-36% -$2.13M 1.71% 16
2025
Q1 		$5.85M Sell
115,061
-76,747
-40% -$3.9M 3.11% 10
2024
Q4 		$9.73M Sell
191,808
-105,097
-35% -$5.34M 5.53% 5
2024
Q3 		$15.1M Sell
296,905
-3,647
-1% -$185K 10.41% 2
2024
Q2 		$15.3M Sell
300,552
-134,183
-31% -$6.8M 10.9% 2
2024
Q1 		$22.1M Sell
434,735
-28,867
-6% -$1.46M 16.19% 1
2023
Q4 		$23.5M Buy
463,602
+30,812
+7% +$1.56M 17.92% 1
2023
Q3 		$21.8M Sell
432,790
-209,395
-33% -$10.6M 17.48% 1
2023
Q2 		$32.5M Sell
642,185
-28,491
-4% -$1.44M 24.72% 1
2023
Q1 		$34.1M Buy
670,676
+79,741
+13% +$4.04M 27.44% 1
2022
Q4 		$29.9M Buy
+590,935
New +$29.8M 26.99% 1

Other funds holding JMST

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return