OneDigital Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

OneDigital Investment Advisors’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	$1.24M	Sell	24,357 -5,728	-19%	-$292K	0.01%	667
2026 Q1	$1.53M	Sell	30,085 -8,389	-22%	-$428K	0.02%	554
2025 Q4	$1.96M	Buy	38,474 +4,647	+14%	+$237K	0.02%	464
2025 Q3	$1.73M	Sell	33,827 -8,578	-20%	-$437K	0.02%	482
2025 Q2	$2.16M	Buy	42,405 +16,019	+61%	+$813K	0.02%	416
2025 Q1	$1.34M	Buy	26,386 +7,144	+37%	+$363K	0.02%	519
2024 Q4	$976K	Buy	19,242 +11,063	+135%	+$562K	0.01%	644
2024 Q3	$417K	Sell	8,179 -990	-11%	-$50.3K	﹤0.01%	1010
2024 Q2	$465K	Buy	9,169 +794	+9%	+$40.2K	0.01%	929
2024 Q1	$425K	Sell	8,375 -39	-0.5%	-$1.98K	0.01%	798
2023 Q4	$427K	Sell	8,414 -4,593	-35%	-$232K	0.01%	773
2023 Q3	$656K	Sell	13,007 -1,086	-8%	-$54.9K	0.01%	554
2023 Q2	$714K	Sell	14,093 -40	-0.3%	-$2.02K	0.02%	507
2023 Q1	$718K	Sell	14,133 -1,149	-8%	-$58.2K	0.02%	497
2022 Q4	$772K	Sell	15,282 -5,358	-26%	-$270K	0.02%	416
2022 Q3	$1.04M	Sell	20,640 -2,067	-9%	-$104K	0.04%	281
2022 Q2	$1.15M	Sell	22,707 -497	-2%	-$25.1K	0.05%	233
2022 Q1	$1.18M	Sell	23,204 -598	-3%	-$30.4K	0.04%	234
2021 Q4	$1.22M	Sell	23,802 -1,117	-4%	-$57K	0.04%	246
2021 Q3	$1.27M	Sell	24,919 -2,969	-11%	-$152K	0.05%	222
2021 Q2	$1.42M	Sell	27,888 -8,033	-22%	-$410K	0.06%	203
2021 Q1	$1.83M	Sell	35,921 -11,709	-25%	-$598K	0.09%	157
2020 Q4	$2.43M	Buy	47,630 +34,204	+255%	+$1.74M	0.13%	118
2020 Q3	$685K	Sell	13,426 -10,871	-45%	-$555K	0.05%	247
2020 Q2	$1.24M	Buy	24,297 +3,059	+14%	+$155K	0.09%	184
2020 Q1	$1.07M	Buy	+21,238	New	+$1.07M	0.09%	186

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

OneDigital Investment Advisors's JMST Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 19% in Q2 2026, selling an estimated $292K and leaving 24,357 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #667.

OneDigital Investment Advisors first reported a position in JMST in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.43M in Q4 2020. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

OneDigital Investment Advisors held 24,357 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.24M as of Q2 2026.
OneDigital Investment Advisors sold 5,728 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $292K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #667 holding.
OneDigital Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2020 and has held it in 26 quarters since.
OneDigital Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.43M in Q4 2020.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.