Quotient Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Quotient Wealth Partners’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	$8.45M	Buy	165,677 +22,394	+16%	+$1.14M	0.2%	36
2026 Q1	$7.3M	Sell	143,283 -17,259	-11%	-$881K	0.19%	37
2025 Q4	$8.18M	Sell	160,542 -7,485	-4%	-$381K	0.22%	35
2025 Q3	$8.58M	Sell	168,027 -13,125	-7%	-$669K	0.23%	32
2025 Q2	$9.22M	Buy	181,152 +7,799	+4%	+$396K	0.27%	30
2025 Q1	$8.81M	Buy	173,353 +12,927	+8%	+$657K	0.28%	30
2024 Q4	$8.14M	Buy	160,426 +11,672	+8%	+$593K	0.27%	30
2024 Q3	$7.58M	Sell	148,754 -6,353	-4%	-$323K	0.25%	31
2024 Q2	$7.87M	Buy	+155,107	New	+$7.86M	0.28%	31

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

Quotient Wealth Partners's JMST Position: Q2 2026 in Review

Quotient Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, buying an estimated $1.14M and bringing the position to 165,677 shares worth $8.45M. The position accounts for 0.2% of the portfolio, ranked #36.

Quotient Wealth Partners first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.22M in Q2 2025. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Quotient Wealth Partners held 165,677 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.45M as of Q2 2026.
Quotient Wealth Partners bought 22,394 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.14M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.2% of Quotient Wealth Partners's portfolio in Q2 2026, its #36 holding.
Quotient Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
Quotient Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.22M in Q2 2025.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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