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Peak Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Peak Financial 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 		$450K Buy
8,823
+4,298
+95% +$219K 0.19% 64
2026
Q1 		$231K Buy
+4,525
New +$231K 0.1% 68

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

Peak Financial Advisors's JMST Position: Q2 2026 in Review

Peak Financial Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 95% in Q2 2026, buying an estimated $219K and bringing the position to 8,823 shares worth $450K. The position accounts for 0.19% of the portfolio, ranked #64.

Peak Financial Advisors first reported a position in JMST in Q1 2026 and has held it in 2 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Peak Financial Advisors held 8,823 shares of JPMorgan Ultra-Short Municipal Income ETF worth $450K as of Q2 2026.
  • Peak Financial Advisors bought 4,298 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $219K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.19% of Peak Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Peak Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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