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

Narus Financial Partners’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 		$1.73M Sell
33,965
-1,005
-3% -$51.2K 0.44% 40
2026
Q1 		$1.78M Buy
34,970
+240
+0.7% +$12.3K 0.47% 41
2025
Q4 		$1.77M Sell
34,730
-7,945
-19% -$405K 0.49% 38
2025
Q3 		$2.18M Sell
42,675
-11,014
-21% -$561K 0.6% 33
2025
Q2 		$2.73M Buy
53,689
+7,747
+17% +$393K 0.85% 17
2025
Q1 		$2.34M Sell
45,942
-19,249
-30% -$978K 0.79% 26
2024
Q4 		$3.31M Buy
65,191
+4,113
+7% +$209K 1.12% 11
2024
Q3 		$3.11M Buy
61,078
+394
+0.6% +$20K 1.12% 13
2024
Q2 		$3.08M Buy
60,684
+3,372
+6% +$171K 1.24% 12
2024
Q1 		$2.91M Buy
57,312
+3,777
+7% +$192K 1.24% 14
2023
Q4 		$2.72M Buy
53,535
+3,718
+7% +$188K 1.31% 13
2023
Q3 		$2.51M Sell
49,817
-1,220
-2% -$61.7K 1.29% 14
2023
Q2 		$2.59M Sell
51,037
-14,154
-22% -$716K 1.34% 12
2023
Q1 		$3.31M Buy
65,191
+1,340
+2% +$67.8K 1.8% 5
2022
Q4 		$3.23M Buy
63,851
+18,111
+40% +$913K 1.86% 5
2022
Q3 		$2.3M Buy
45,740
+21,158
+86% +$1.07M 1.45% 11
2022
Q2 		$1.25M Buy
+24,582
New +$1.24M 0.79% 25

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

Narus Financial Partners's JMST Position: Q2 2026 in Review

Narus Financial Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.9% in Q2 2026, selling an estimated $51.2K and leaving 33,965 shares worth $1.73M. The position accounts for 0.44% of the portfolio, ranked #40.

Narus Financial Partners first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.31M in Q1 2023. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Narus Financial Partners held 33,965 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.73M as of Q2 2026.
  • Narus Financial Partners sold 1,005 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $51.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.44% of Narus Financial Partners's portfolio in Q2 2026, its #40 holding.
  • Narus Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Narus Financial Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.31M in Q1 2023.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.