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OLIO Financial Planning’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

OLIO Financial Planning’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 		$1.03M Buy
20,171
+666
+3% +$33.9K 0.26% 23
2026
Q1 		$994K Buy
19,505
+941
+5% +$48K 0.28% 22
2025
Q4 		$946K Buy
18,564
+1,701
+10% +$86.7K 0.27% 22
2025
Q3 		$861K Buy
16,863
+1,866
+12% +$95.1K 0.25% 22
2025
Q2 		$764K Buy
14,997
+9,367
+166% +$475K 0.24% 26
2025
Q1 		$286K Sell
5,630
-113
-2% -$5.74K 0.1% 50
2024
Q4 		$291K Sell
5,743
-326
-5% -$16.6K 0.1% 51
2024
Q3 		$308K Hold
6,069
– – 0.13% 41
2024
Q2 		$308K Hold
6,069
– – 0.13% 41
2024
Q1 		$308K Hold
6,069
– – 0.13% 41
2023
Q4 		$308K Sell
6,069
-6
-0.1% -$303 0.13% 41
2023
Q3 		$306K Buy
6,075
+519
+9% +$26.2K 0.14% 42
2023
Q2 		$281K Sell
5,556
-1,207
-18% -$61.1K 0.13% 39
2023
Q1 		$343K Sell
6,763
-182
-3% -$9.21K 0.18% 32
2022
Q4 		$340K Buy
6,945
+2,570
+59% +$130K 0.18% 34
2022
Q3 		$220K Buy
+4,375
New +$221K 0.13% 39

Other funds holding JMST

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
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

OLIO Financial Planning's JMST Position: Q2 2026 in Review

OLIO Financial Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 3.4% in Q2 2026, buying an estimated $33.9K and bringing the position to 20,171 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #23.

OLIO Financial Planning first reported a position in JMST in Q3 2022 and has held it in 16 quarters since. 135 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • OLIO Financial Planning held 20,171 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.03M as of Q2 2026.
  • OLIO Financial Planning bought 666 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $33.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.26% of OLIO Financial Planning's portfolio in Q2 2026, its #23 holding.
  • OLIO Financial Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 135 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.