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

NewEdge Wealth’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	$222K	Sell	4,361 -844	-16%	-$43K	﹤0.01%	1148
2026 Q1	$265K	Hold	5,205	–	–	﹤0.01%	999
2025 Q4	$265K	Hold	5,205	–	–	﹤0.01%	1065
2025 Q3	$265K	Buy	+5,205	New	+$265K	﹤0.01%	911
2023 Q2	–	Sell	-23,695	Closed	-$1.2M	–	651
2023 Q1	$1.2M	Buy	+23,695	New	+$1.2M	0.05%	289

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

NewEdge Wealth's JMST Position: Q2 2026 in Review

NewEdge Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, selling an estimated $43K and leaving 4,361 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

NewEdge Wealth first reported a position in JMST in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2023. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

NewEdge Wealth held 4,361 shares of JPMorgan Ultra-Short Municipal Income ETF worth $222K as of Q2 2026.
NewEdge Wealth sold 844 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $43K.
JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1148 holding.
NewEdge Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 5 quarters since.
NewEdge Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.2M in Q1 2023.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.