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	0.55%	33
2026 Q1	$2.5M	Buy	49,065 +35,453	+260%	+$1.81M	0.32%	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	1.76%	15

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

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

Revolve Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 114% in Q2 2026, buying an estimated $2.85M and bringing the position to 105,003 shares worth $5.36M. The position accounts for 0.55% of the portfolio, ranked #33.

Revolve Wealth Partners first reported a position in JMST in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.13M in Q4 2021. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Revolve Wealth Partners held 105,003 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.36M as of Q2 2026.
Revolve Wealth Partners bought 55,938 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.85M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.55% of Revolve Wealth Partners's portfolio in Q2 2026, its #33 holding.
Revolve Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 9 quarters since.
Revolve Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.13M in Q4 2021.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.