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

PFW 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	$1.17M	Buy	22,920 +6,965	+44%	+$355K	0.34%	55
2026 Q1	$813K	Buy	15,955 +3,868	+32%	+$197K	0.26%	68
2025 Q4	$616K	Buy	12,087 +5,723	+90%	+$292K	0.19%	76
2025 Q3	$325K	Sell	6,364 -1,684	-21%	-$85.8K	0.1%	102
2025 Q2	$410K	Buy	+8,048	New	+$408K	0.13%	94

Other funds holding JMST

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

PFW Advisors's JMST Position: Q2 2026 in Review

PFW Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 44% in Q2 2026, buying an estimated $355K and bringing the position to 22,920 shares worth $1.17M. The position accounts for 0.34% of the portfolio, ranked #55.

PFW Advisors first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

PFW Advisors held 22,920 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.17M as of Q2 2026.
PFW Advisors bought 6,965 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $355K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.34% of PFW Advisors's portfolio in Q2 2026, its #55 holding.
PFW Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
140 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.