&Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

&Partners’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	$2.09M	Sell	41,008 -3,475	-8%	-$177K	0.01%	1002
2026 Q1	$2.27M	Buy	44,483 +1,189	+3%	+$60.7K	0.01%	851
2025 Q4	$2.21M	Buy	43,294 +3,919	+10%	+$200K	0.01%	813
2025 Q3	$2.01M	Buy	39,375 +2,099	+6%	+$107K	0.01%	750
2025 Q2	$1.94M	Buy	37,276 +15,266	+69%	+$775K	0.01%	681
2025 Q1	$1.12M	Buy	22,010 +2,029	+10%	+$103K	0.01%	778
2024 Q4	$1.01M	Buy	19,981 +669	+3%	+$34K	0.01%	761
2024 Q3	$984K	Buy	+19,312	New	+$982K	0.02%	575

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

&Partners's JMST Position: Q2 2026 in Review

&Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.8% in Q2 2026, selling an estimated $177K and leaving 41,008 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1002.

&Partners first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q1 2026. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

&Partners held 41,008 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.09M as of Q2 2026.
&Partners sold 3,475 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $177K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1002 holding.
&Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.27M in Q1 2026.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.