Red Door Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Red Door Wealth Management’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	$15.8M	Buy	310,180 +134,982	+77%	+$6.87M	1.44%	15
2026 Q1	$8.93M	Buy	175,198 +160,503	+1,092%	+$8.19M	0.93%	31
2025 Q4	$749K	Buy	+14,695	New	+$749K	0.08%	126

Other funds holding JMST

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return