Peterson Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Peterson Wealth 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	$1.84M	Buy	36,133 +12,142	+51%	+$618K	0.22%	31
2026 Q1	$1.22M	Sell	23,991 -1,390	-5%	-$70.9K	0.16%	35
2025 Q4	$1.29M	Sell	25,381 -2,585	-9%	-$132K	0.17%	36
2025 Q3	$1.42M	Sell	27,966 -50	-0.2%	-$2.55K	0.21%	36
2025 Q2	$1.43M	Buy	28,016 +16,497	+143%	+$837K	0.24%	36
2025 Q1	$583K	Buy	11,519 +597	+5%	+$30.3K	0.11%	51
2024 Q4	$554K	Sell	10,922 -2,027	-16%	-$103K	0.1%	51
2024 Q3	$660K	Buy	12,949 +4,869	+60%	+$248K	0.12%	43
2024 Q2	$410K	Buy	+8,080	New	+$409K	0.09%	52

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

Peterson Wealth Advisors's JMST Position: Q2 2026 in Review

Peterson Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 51% in Q2 2026, buying an estimated $618K and bringing the position to 36,133 shares worth $1.84M. The position accounts for 0.22% of the portfolio, ranked #31.

Peterson Wealth Advisors first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Peterson Wealth Advisors held 36,133 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.84M as of Q2 2026.
Peterson Wealth Advisors bought 12,142 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $618K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.22% of Peterson Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Peterson Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.