Oakwell Private Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Oakwell Private Wealth Management’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	$536K	Hold	10,514	–	–	0.09%	56
2026 Q1	$536K	Sell	10,514 -19,051	-64%	-$972K	0.1%	54
2025 Q4	$1.51M	Hold	29,565	–	–	0.28%	36
2025 Q3	$1.51M	Hold	29,565	–	–	0.3%	34
2025 Q2	$1.51M	Buy	+29,565	New	+$1.5M	0.35%	28

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

Oakwell Private Wealth Management's JMST Position: Q2 2026 in Review

Oakwell Private Wealth Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 10,514 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #56.

Oakwell Private Wealth Management first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Oakwell Private Wealth Management held 10,514 shares of JPMorgan Ultra-Short Municipal Income ETF worth $536K as of Q2 2026.
Oakwell Private Wealth Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #56 holding.
Oakwell Private Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
Oakwell Private Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.51M in Q3 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.