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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mills Wealth Advisors's JMST Position: Q2 2026 in Review

Mills Wealth Advisors sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 35,696 shares — an estimated $1.82M sold.

Mills Wealth Advisors first reported a position in JMST in Q4 2022 and held it in 14 quarters. The position peaked at $34.1M in Q1 2023. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Mills Wealth Advisors reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 35,696 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.82M.
  • Mills Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 14 quarters.
  • Mills Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $34.1M in Q1 2023.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.