OHIS
JMST icon

Oak Harvest Investment Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Oak Harvest Investment Services’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 		$14.4M Buy
282,359
+11,817
+4% +$602K 1.34% 19
2026
Q1 		$13.8M Buy
270,542
+8,133
+3% +$415K 1.44% 14
2025
Q4 		$13.4M Buy
262,409
+15,628
+6% +$796K 1.46% 14
2025
Q3 		$12.6M Buy
246,781
+7,366
+3% +$375K 1.47% 18
2025
Q2 		$12.2M Buy
239,415
+18,861
+9% +$957K 1.53% 17
2025
Q1 		$11.2M Buy
220,554
+30,278
+16% +$1.54M 1.57% 13
2024
Q4 		$9.65M Buy
190,276
+10,352
+6% +$526K 1.34% 21
2024
Q3 		$9.17M Buy
179,924
+22,490
+14% +$1.14M 1.32% 25
2024
Q2 		$7.99M Buy
157,434
+2,118
+1% +$107K 1.24% 32
2024
Q1 		$7.88M Buy
155,316
+24,874
+19% +$1.26M 1.29% 31
2023
Q4 		$6.62M Buy
130,442
+9,033
+7% +$457K 1.32% 30
2023
Q3 		$6.13M Buy
121,409
+43,073
+55% +$2.18M 1.3% 31
2023
Q2 		$3.97M Buy
78,336
+63,355
+423% +$3.21M 0.89% 41
2023
Q1 		$761K Buy
+14,981
New +$759K 0.18% 74

Other funds holding JMST

RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
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

Oak Harvest Investment Services's JMST Position: Q2 2026 in Review

Oak Harvest Investment Services increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.4% in Q2 2026, buying an estimated $602K and bringing the position to 282,359 shares worth $14.4M. The position accounts for 1.34% of the portfolio, ranked #19.

Oak Harvest Investment Services first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. 211 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Oak Harvest Investment Services held 282,359 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14.4M as of Q2 2026.
  • Oak Harvest Investment Services bought 11,817 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $602K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.34% of Oak Harvest Investment Services's portfolio in Q2 2026, its #19 holding.
  • Oak Harvest Investment Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 211 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.