Mission Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Mission Wealth Management’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	$2.21M	Buy	+43,360	New	+$2.21M	0.03%	288
2024 Q2	–	Sell	-8,907	Closed	-$452K	–	709
2024 Q1	$452K	Sell	8,907 -882	-9%	-$44.7K	0.01%	460
2023 Q4	$497K	Sell	9,789 -1,063	-10%	-$53.8K	0.02%	375
2023 Q3	$547K	Buy	+10,852	New	+$549K	0.02%	323
2023 Q2	–	Sell	-5,114	Closed	-$260K	–	563
2023 Q1	$260K	Sell	5,114 -16,597	-76%	-$840K	0.01%	465
2022 Q4	$1.1M	Sell	21,711 -21,952	-50%	-$1.11M	0.05%	194
2022 Q3	$2.2M	Buy	43,663 +830	+2%	+$41.9K	0.12%	108
2022 Q2	$2.17M	Sell	42,833 -42,122	-50%	-$2.13M	0.11%	103
2022 Q1	$4.3M	Sell	84,955 -21,639	-20%	-$1.1M	0.2%	66
2021 Q4	$5.44M	Sell	106,594 -65,289	-38%	-$3.33M	0.24%	55
2021 Q3	$8.78M	Buy	171,883 +92,528	+117%	+$4.73M	0.45%	33
2021 Q2	$4.05M	Sell	79,355 -17,511	-18%	-$894K	0.21%	57
2021 Q1	$4.94M	Sell	96,866 -5,774	-6%	-$295K	0.29%	48
2020 Q4	$5.24M	Buy	102,640 +87,479	+577%	+$4.46M	0.33%	45
2020 Q3	$773K	Buy	+15,161	New	+$773K	0.06%	154

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

Mission Wealth Management's JMST Position: Q2 2026 in Review

Mission Wealth Management opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 43,360 shares worth $2.21M. The stake represents 0.03% of the portfolio and ranks #288 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in JMST as recently as Q1 2024.

Mission Wealth Management first reported a position in JMST in Q3 2020 and has held it in 15 quarters since. The position peaked at $8.78M in Q3 2021. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Mission Wealth Management held 43,360 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.21M as of Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Mission Wealth Management position in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #288 holding.
Mission Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 15 quarters since.
Mission Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $8.78M in Q3 2021.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.