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

Revolve 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	$5.36M	Buy	105,003 +55,938	+114%	+$2.85M	0.56%	33
2026 Q1	$2.5M	Buy	49,065 +35,453	+260%	+$1.81M	0.33%	48
2025 Q4	$693K	Buy	+13,612	New	+$693K	0.08%	109
2023 Q2	–	Sell	-18,948	Closed	-$962K	–	151
2023 Q1	$962K	Sell	18,948 -2,504	-12%	-$127K	0.24%	59
2022 Q4	$1.08M	Sell	21,452 -4,654	-18%	-$235K	0.31%	54
2022 Q3	$1.31M	Sell	26,106 -21,853	-46%	-$1.1M	0.44%	43
2022 Q2	$2.43M	Sell	47,959 -45,218	-49%	-$2.29M	0.8%	26
2022 Q1	$4.72M	Sell	93,177 -26,875	-22%	-$1.37M	1.36%	19
2021 Q4	$6.13M	Buy	+120,052	New	+$6.13M	1.77%	15

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

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

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

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

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

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

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return