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Private Wealth Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Private Wealth Group’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 		$305K Buy
5,972
+428
+8% +$21.8K 0.12% 65
2026
Q1 		$283K Buy
5,544
+95
+2% +$4.85K 0.13% 53
2025
Q4 		$278K Sell
5,449
-11
-0.2% -$560 0.13% 54
2025
Q3 		$279K Sell
5,460
-1,970
-27% -$100K 0.14% 56
2025
Q2 		$378K Sell
7,430
-1,178
-14% -$59.8K 0.2% 48
2025
Q1 		$438K Sell
8,608
-55
-0.6% -$2.79K 0.26% 40
2024
Q4 		$439K Buy
+8,663
New +$440K 0.21% 46

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Private Wealth Group's JMST Position: Q2 2026 in Review

Private Wealth Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 5,972 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #65.

Private Wealth Group first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $439K in Q4 2024. 261 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Private Wealth Group held 5,972 shares of JPMorgan Ultra-Short Municipal Income ETF worth $305K as of Q2 2026.
  • Private Wealth Group bought 428 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $21.8K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Private Wealth Group's portfolio in Q2 2026, its #65 holding.
  • Private Wealth Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Private Wealth Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $439K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.