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NewSquare Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

NewSquare Capital’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 		$1.29M Buy
25,378
+593
+2% +$30.2K 0.1% 136
2026
Q1 		$1.26M Buy
24,785
+1,012
+4% +$51.7K 0.11% 131
2025
Q4 		$1.21M Sell
23,773
-3,214
-12% -$164K 0.11% 126
2025
Q3 		$1.38M Buy
26,987
+1,442
+6% +$73.5K 0.09% 126
2025
Q2 		$1.3M Buy
25,545
+430
+2% +$21.8K 0.1% 119
2025
Q1 		$1.28M Buy
25,115
+2,829
+13% +$144K 0.1% 117
2024
Q4 		$1.13M Sell
22,286
-1,138
-5% -$57.8K 0.09% 117
2024
Q3 		$1.19M Sell
23,424
-1,951
-8% -$99.2K 0.1% 117
2024
Q2 		$1.29M Sell
25,375
-4,900
-16% -$248K 0.11% 110
2024
Q1 		$1.54M Sell
30,275
-765
-2% -$38.8K 0.14% 108
2023
Q4 		$1.57M Sell
31,040
-418
-1% -$21.1K 0.15% 111
2023
Q3 		$1.59M Sell
31,458
-1,670
-5% -$84.4K 0.17% 106
2023
Q2 		$1.68M Sell
33,128
-35
-0.1% -$1.77K 0.17% 110
2023
Q1 		$1.68M Sell
33,163
-535
-2% -$27.1K 0.2% 112
2022
Q4 		$1.7M Buy
33,698
+415
+1% +$20.9K 0.21% 107
2022
Q3 		$1.67M Buy
33,283
+15,853
+91% +$801K 0.21% 106
2022
Q2 		$883K Buy
+17,430
New +$881K 0.11% 118

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

NewSquare Capital's JMST Position: Q2 2026 in Review

NewSquare Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.4% in Q2 2026, buying an estimated $30.2K and bringing the position to 25,378 shares worth $1.29M. The position accounts for 0.1% of the portfolio, ranked #136.

NewSquare Capital first reported a position in JMST in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q4 2022. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • NewSquare Capital held 25,378 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.29M as of Q2 2026.
  • NewSquare Capital bought 593 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $30.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of NewSquare Capital's portfolio in Q2 2026, its #136 holding.
  • NewSquare Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 17 quarters since.
  • NewSquare Capital's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.7M in Q4 2022.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.