Petix & Botte Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Petix & Botte Financial’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	$500K	Buy	+9,806	New	+$499K	0.1%	92

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

Petix & Botte Financial's JMST Position: Q2 2026 in Review

Petix & Botte Financial opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 9,806 shares worth $500K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings.

560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Petix & Botte Financial held 9,806 shares of JPMorgan Ultra-Short Municipal Income ETF worth $500K as of Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Petix & Botte Financial position in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Petix & Botte Financial's portfolio in Q2 2026, its #92 holding.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.