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Resonant Capital Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Resonant Capital Advisors’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 		$93.9M Buy
1,841,965
+122,717
+7% +$6.25M 4.49% 2
2026
Q1 		$87.6M Buy
1,719,248
+287,225
+20% +$14.7M 4.6% 2
2025
Q4 		$73.1M Buy
1,432,023
+11,620
+0.8% +$592K 4.02% 2
2025
Q3 		$72.5M Buy
1,420,403
+128,706
+10% +$6.56M 4.22% 2
2025
Q2 		$65.8M Buy
1,291,697
+11,940
+0.9% +$606K 4.2% 2
2025
Q1 		$65.1M Buy
1,279,757
+108,157
+9% +$5.5M 4.54% 2
2024
Q4 		$59.5M Buy
1,171,600
+21,351
+2% +$1.08M 4.34% 3
2024
Q3 		$58.6M Buy
1,150,249
+257,415
+29% +$13.1M 4.31% 3
2024
Q2 		$45.3M Buy
892,834
+163,699
+22% +$8.29M 3.68% 3
2024
Q1 		$37M Buy
729,135
+50,223
+7% +$2.55M 3.16% 5
2023
Q4 		$34.5M Buy
678,912
+23,850
+4% +$1.21M 3.34% 5
2023
Q3 		$33M Buy
655,062
+82,920
+14% +$4.19M 3.52% 5
2023
Q2 		$29M Sell
572,142
-16,051
-3% -$812K 3.15% 6
2023
Q1 		$29.9M Sell
588,193
-32,731
-5% -$1.66M 3.39% 5
2022
Q4 		$31.4M Buy
620,924
+203,734
+49% +$10.3M 3.92% 3
2022
Q3 		$21M Buy
417,190
+322,984
+343% +$16.3M 3.19% 6
2022
Q2 		$4.77M Buy
94,206
+77,053
+449% +$3.89M 0.75% 35
2022
Q1 		$868K Sell
17,153
-100
-0.6% -$5.08K 0.13% 103
2021
Q4 		$881K Buy
17,253
+5,393
+45% +$275K 0.13% 93
2021
Q3 		$606K Sell
11,860
-5,393
-31% -$275K 0.11% 112
2021
Q2 		$881K Sell
17,253
-200
-1% -$10.2K 0.17% 88
2021
Q1 		$891K Buy
17,453
+4,027
+30% +$206K 0.18% 88
2020
Q4 		$685K Buy
+13,426
New +$685K 0.16% 93

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
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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Resonant Capital Advisors's JMST Position: Q2 2026 in Review

Resonant Capital Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.1% in Q2 2026, buying an estimated $6.25M and bringing the position to 1,841,965 shares worth $93.9M. The position accounts for 4.49% of the portfolio, ranked #2.

Resonant Capital Advisors first reported a position in JMST in Q4 2020 and has held it in 23 quarters since. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Resonant Capital Advisors held 1,841,965 shares of JPMorgan Ultra-Short Municipal Income ETF worth $93.9M as of Q2 2026.
  • Resonant Capital Advisors bought 122,717 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $6.25M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 4.49% of Resonant Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Resonant Capital Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 23 quarters since.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.