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

PDS 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 		$6.7M Buy
131,459
+20,415
+18% +$1.04M 0.39% 43
2026
Q1 		$5.66M Buy
111,044
+8,386
+8% +$428K 0.37% 44
2025
Q4 		$5.23M Sell
102,658
-1,408
-1% -$71.7K 0.35% 45
2025
Q3 		$5.31M Sell
104,066
-5,260
-5% -$268K 0.37% 46
2025
Q2 		$5.57M Sell
109,326
-1,650
-1% -$83.7K 0.41% 40
2025
Q1 		$5.64M Buy
110,976
+6,920
+7% +$352K 0.48% 38
2024
Q4 		$5.28M Sell
104,056
-3,414
-3% -$173K 0.47% 40
2024
Q3 		$5.47M Sell
107,470
-24,403
-19% -$1.24M 0.49% 37
2024
Q2 		$6.69M Sell
131,873
-11,320
-8% -$573K 0.68% 29
2024
Q1 		$7.27M Sell
143,193
-5,022
-3% -$255K 0.76% 28
2023
Q4 		$7.52M Buy
148,215
+43,132
+41% +$2.18M 0.86% 24
2023
Q3 		$5.3M Sell
105,083
-1,127
-1% -$57K 0.69% 30
2023
Q2 		$5.38M Sell
106,210
-12,874
-11% -$652K 0.69% 28
2023
Q1 		$6.05M Sell
119,084
-1,430
-1% -$72.4K 0.83% 26
2022
Q4 		$6.09M Sell
120,514
-25,778
-18% -$1.3M 0.97% 23
2022
Q3 		$7.36M Buy
146,292
+2,374
+2% +$120K 1.34% 18
2022
Q2 		$7.29M Buy
143,918
+76,681
+114% +$3.88M 1.32% 17
2022
Q1 		$3.4M Buy
+67,237
New +$3.42M 0.6% 35

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PDS Planning's JMST Position: Q2 2026 in Review

PDS Planning increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 18% in Q2 2026, buying an estimated $1.04M and bringing the position to 131,459 shares worth $6.7M. The position accounts for 0.39% of the portfolio, ranked #43.

PDS Planning first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.52M in Q4 2023. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • PDS Planning held 131,459 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.7M as of Q2 2026.
  • PDS Planning bought 20,415 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.04M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.39% of PDS Planning's portfolio in Q2 2026, its #43 holding.
  • PDS Planning first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • PDS Planning's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.52M in Q4 2023.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.