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

Phoenix 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	$13.3M	Buy	261,094 +56,128	+27%	+$2.86M	4.49%	3
2026 Q1	$10.4M	Buy	204,966 +18,068	+10%	+$922K	4.13%	4
2025 Q4	$9.52M	Buy	186,898 +2,200	+1%	+$112K	3.66%	5
2025 Q3	$9.43M	Buy	184,698 +2,052	+1%	+$105K	3.62%	5
2025 Q2	$9.3M	Buy	182,646 +2,013	+1%	+$102K	3.89%	5
2025 Q1	$9.19M	Sell	180,633 -1,764	-1%	-$89.6K	4%	2
2024 Q4	$9.25M	Sell	182,397 -1,905	-1%	-$96.8K	4.01%	2
2024 Q3	$9.39M	Buy	+184,302	New	+$9.37M	4.36%	2

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

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

Phoenix Wealth Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 27% in Q2 2026, buying an estimated $2.86M and bringing the position to 261,094 shares worth $13.3M. The position accounts for 4.49% of the portfolio, ranked #3.

Phoenix Wealth Advisors first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Phoenix Wealth Advisors held 261,094 shares of JPMorgan Ultra-Short Municipal Income ETF worth $13.3M as of Q2 2026.
Phoenix Wealth Advisors bought 56,128 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.86M.
JPMorgan Ultra-Short Municipal Income ETF made up 4.49% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Phoenix Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.