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

Parsons Capital 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	$3.05M	Sell	59,751 -684	-1%	-$34.8K	0.14%	151
2026 Q1	$3.08M	Hold	60,435	–	–	0.14%	143
2025 Q4	$3.08M	Buy	60,435 +34,724	+135%	+$1.77M	0.17%	130
2025 Q3	$1.31M	Buy	+25,711	New	+$1.31M	0.07%	215
2024 Q1	–	Sell	-4,097	Closed	-$208K	–	445
2023 Q4	$208K	Sell	4,097 -198	-5%	-$10K	0.01%	414
2023 Q3	$217K	Hold	4,295	–	–	0.02%	397
2023 Q2	$218K	Hold	4,295	–	–	0.02%	406
2023 Q1	$218K	Sell	4,295 -725	-14%	-$36.7K	0.02%	396
2022 Q4	$254K	Sell	5,020 -4,987	-50%	-$252K	0.02%	379
2022 Q3	$503K	Buy	10,007 +2,892	+41%	+$146K	0.05%	271
2022 Q2	$360K	Hold	7,115	–	–	0.03%	329
2022 Q1	$360K	Hold	7,115	–	–	0.03%	345
2021 Q4	$363K	Buy	7,115 +1,125	+19%	+$57.4K	0.03%	352
2021 Q3	$306K	Buy	5,990 +2,000	+50%	+$102K	0.02%	370
2021 Q2	$204K	Buy	+3,990	New	+$204K	0.02%	407

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

Parsons Capital Management's JMST Position: Q2 2026 in Review

Parsons Capital Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.1% in Q2 2026, selling an estimated $34.8K and leaving 59,751 shares worth $3.05M. The position accounts for 0.14% of the portfolio, ranked #151.

Parsons Capital Management first reported a position in JMST in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.08M in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Parsons Capital Management held 59,751 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.05M as of Q2 2026.
Parsons Capital Management sold 684 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $34.8K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Parsons Capital Management's portfolio in Q2 2026, its #151 holding.
Parsons Capital Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2021 and has held it in 15 quarters since.
Parsons Capital Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.08M in Q1 2026.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.