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Nations Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Nations Financial 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 		$289K Hold
5,668
– – 0.01% 655
2026
Q1 		$289K Hold
5,668
– – 0.01% 658
2025
Q4 		$289K Buy
5,668
+928
+20% +$47.3K 0.02% 639
2025
Q3 		$242K Buy
+4,740
New +$242K 0.02% 636

Other funds holding JMST

WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 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

Nations Financial Group's JMST Position: Q2 2026 in Review

Nations Financial Group held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 5,668 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #655.

Nations Financial Group first reported a position in JMST in Q3 2025 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Nations Financial Group held 5,668 shares of JPMorgan Ultra-Short Municipal Income ETF worth $289K as of Q2 2026.
  • Nations Financial Group left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #655 holding.
  • Nations Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 202 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.