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Millstone Evans Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Millstone Evans Group’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 		$133K Hold
2,600
– – 0.07% 202
2026
Q1 		$133K Hold
2,600
– – 0.08% 191
2025
Q4 		$132K Hold
2,600
– – 0.08% 195
2025
Q3 		$133K Hold
2,600
– – 0.08% 177
2025
Q2 		$132K Hold
2,600
– – 0.09% 165
2025
Q1 		$132K Hold
2,600
– – 0.09% 161
2024
Q4 		$132K Buy
+2,600
New +$132K 0.09% 157

Other funds holding JMST

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Millstone Evans Group's JMST Position: Q2 2026 in Review

Millstone Evans Group held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 2,600 shares worth $133K. The position accounts for 0.07% of the portfolio, ranked #202.

Millstone Evans Group first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q3 2025. 489 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Millstone Evans Group held 2,600 shares of JPMorgan Ultra-Short Municipal Income ETF worth $133K as of Q2 2026.
  • Millstone Evans Group left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Millstone Evans Group's portfolio in Q2 2026, its #202 holding.
  • Millstone Evans Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $133K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.