Prospera Financial Services’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Prospera Financial Services’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	$457K	Sell	8,965 -31,468	-78%	-$1.6M	0.01%	1083
2026 Q1	$2.06M	Buy	40,433 +1,242	+3%	+$63.4K	0.03%	496
2025 Q4	$2M	Buy	39,191 +17,214	+78%	+$877K	0.03%	477
2025 Q3	$1.12M	Buy	21,977 +754	+4%	+$38.4K	0.02%	638
2025 Q2	$1.08M	Sell	21,223 -1,255	-6%	-$63.7K	0.02%	628
2025 Q1	$1.14M	Sell	22,478 -658	-3%	-$33.4K	0.03%	526
2024 Q4	$1.17M	Sell	23,136 -469	-2%	-$23.8K	0.03%	496
2024 Q3	$1.2M	Buy	23,605 +361	+2%	+$18.4K	0.03%	463
2024 Q2	$1.18M	Buy	23,244 +10	+0%	+$507	0.03%	462
2024 Q1	$1.18M	Buy	+23,234	New	+$1.18M	0.04%	457

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

Prospera Financial Services's JMST Position: Q2 2026 in Review

Prospera Financial Services reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 78% in Q2 2026, selling an estimated $1.6M and leaving 8,965 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #1083.

Prospera Financial Services first reported a position in JMST in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.06M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Prospera Financial Services held 8,965 shares of JPMorgan Ultra-Short Municipal Income ETF worth $457K as of Q2 2026.
Prospera Financial Services sold 31,468 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.6M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1083 holding.
Prospera Financial Services first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
Prospera Financial Services's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.06M in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.