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Prosperity Consulting Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Prosperity Consulting 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 		$6.5M Buy
127,414
+78
+0.1% +$3.97K 0.25% 76
2026
Q1 		$6.49M Sell
127,336
-8,962
-7% -$457K 0.29% 62
2025
Q4 		$6.94M Buy
136,298
+11,370
+9% +$579K 0.31% 58
2025
Q3 		$6.38M Buy
124,928
+13,165
+12% +$671K 0.31% 58
2025
Q2 		$5.69M Sell
111,763
-19,065
-15% -$968K 0.42% 56
2025
Q1 		$6.65M Sell
130,828
-15,403
-11% -$783K 0.51% 41
2024
Q4 		$7.42M Buy
146,231
+17,761
+14% +$902K 0.56% 38
2024
Q3 		$6.54M Buy
128,470
+117,825
+1,107% +$5.99M 0.51% 42
2024
Q2 		$540K Buy
10,645
+544
+5% +$27.6K 0.07% 184
2024
Q1 		$513K Buy
+10,101
New +$512K 0.06% 202
2023
Q4 		– Sell
-37,809
Closed -$1.91M – 204
2023
Q3 		$1.91M Sell
37,809
-4,026
-10% -$203K 0.88% 28
2023
Q2 		$2.12M Sell
41,835
-13,121
-24% -$664K 1.3% 22
2023
Q1 		$2.79M Sell
54,956
-7,335
-12% -$371K 1.76% 16
2022
Q4 		$3.15M Sell
62,291
-14,529
-19% -$733K 2.1% 13
2022
Q3 		$3.86M Sell
76,820
-314
-0.4% -$15.9K 3.17% 8
2022
Q2 		$3.91M Buy
77,134
+722
+0.9% +$36.5K 3.39% 6
2022
Q1 		$3.87M Sell
76,412
-565
-0.7% -$28.7K 2.87% 7
2021
Q4 		$3.91M Buy
+76,977
New +$3.93M 2.94% 7

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prosperity Consulting Group's JMST Position: Q2 2026 in Review

Prosperity Consulting Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.06% in Q2 2026, buying an estimated $3.97K and bringing the position to 127,414 shares worth $6.5M. The position accounts for 0.25% of the portfolio, ranked #76.

Prosperity Consulting Group first reported a position in JMST in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.42M in Q4 2024. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Prosperity Consulting Group held 127,414 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.5M as of Q2 2026.
  • Prosperity Consulting Group bought 78 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $3.97K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.25% of Prosperity Consulting Group's portfolio in Q2 2026, its #76 holding.
  • Prosperity Consulting Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.42M in Q4 2024.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.