Red Mountain Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Red Mountain Financial’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	$2.98M	Buy	58,443 +16,224	+38%	+$826K	2.5%	13
2026 Q1	$2.15M	Buy	42,219 +3,562	+9%	+$182K	2.03%	17
2025 Q4	$1.97M	Buy	38,657 +1,673	+5%	+$85.2K	1.93%	18
2025 Q3	$1.89M	Buy	36,984 +1,278	+4%	+$65.1K	1.92%	16
2025 Q2	$1.82M	Buy	35,706 +9,447	+36%	+$479K	2.02%	15
2025 Q1	$1.34M	Buy	26,259 +231	+0.9%	+$11.7K	1.63%	19
2024 Q4	$1.32M	Buy	26,028 +5,197	+25%	+$264K	1.42%	20
2024 Q3	$1.06M	Buy	20,831 +285	+1%	+$14.5K	1.13%	24
2024 Q2	$1.04M	Buy	+20,546	New	+$1.04M	1.26%	22

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

Red Mountain Financial's JMST Position: Q2 2026 in Review

Red Mountain Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 38% in Q2 2026, buying an estimated $826K and bringing the position to 58,443 shares worth $2.98M. The position accounts for 2.5% of the portfolio, ranked #13.

Red Mountain Financial first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Red Mountain Financial held 58,443 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.98M as of Q2 2026.
Red Mountain Financial bought 16,224 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $826K.
JPMorgan Ultra-Short Municipal Income ETF made up 2.5% of Red Mountain Financial's portfolio in Q2 2026, its #13 holding.
Red Mountain Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.