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NewEdge Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

NewEdge 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 		$14.2M Buy
278,708
+6,827
+3% +$348K 0.04% 395
2026
Q1 		$13.9M Buy
271,881
+19,307
+8% +$985K 0.05% 362
2025
Q4 		$12.9M Buy
252,574
+23,238
+10% +$1.18M 0.05% 358
2025
Q3 		$11.7M Sell
229,336
-197,884
-46% -$10.1M 0.05% 355
2025
Q2 		$21.8M Buy
427,220
+164,868
+63% +$8.37M 0.11% 184
2025
Q1 		$13.3M Buy
262,352
+27,192
+12% +$1.38M 0.08% 264
2024
Q4 		$11.9M Buy
235,160
+35,854
+18% +$1.82M 0.07% 274
2024
Q3 		$10.2M Sell
199,306
-2,659
-1% -$135K 0.07% 290
2024
Q2 		$10.2M Buy
201,965
+161,613
+401% +$8.19M 0.07% 260
2024
Q1 		$2.05M Sell
40,352
-803
-2% -$40.7K 0.02% 679
2023
Q4 		$2.09M Sell
41,155
-27,926
-40% -$1.41M 0.02% 642
2023
Q3 		$3.49M Buy
69,081
+5,968
+9% +$302K 0.04% 412
2023
Q2 		$3.2M Buy
63,113
+12,035
+24% +$609K 0.04% 436
2023
Q1 		$2.59M Buy
51,078
+27,394
+116% +$1.39M 0.03% 452
2022
Q4 		$1.2K Buy
23,684
+17,689
+295% +$892K ﹤0.01% 2986
2022
Q3 		$302K Buy
+5,995
New +$303K 0.01% 1204
2022
Q1 		– Sell
-8,399
Closed -$429K – 1396
2021
Q4 		$429K Buy
8,399
+968
+13% +$49.4K 0.01% 1146
2021
Q3 		$380K Buy
+7,431
New +$380K 0.01% 827
2020
Q1 		– Sell
-9,935
Closed -$501K – 845
2019
Q4 		$501K Buy
+9,935
New +$502K 0.02% 527

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

NewEdge Advisors's JMST Position: Q2 2026 in Review

NewEdge Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.5% in Q2 2026, buying an estimated $348K and bringing the position to 278,708 shares worth $14.2M. The position accounts for 0.04% of the portfolio, ranked #395.

NewEdge Advisors first reported a position in JMST in Q4 2019 and has held it in 19 quarters since. The position peaked at $21.8M in Q2 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • NewEdge Advisors held 278,708 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14.2M as of Q2 2026.
  • NewEdge Advisors bought 6,827 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $348K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #395 holding.
  • NewEdge Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and has held it in 19 quarters since.
  • NewEdge Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $21.8M in Q2 2025.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.