Roberts Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Roberts Wealth 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	$225K	Buy	+4,411	New	+$225K	0.05%	110
2024 Q4	–	Sell	-9,150	Closed	-$465K	–	102
2024 Q3	$465K	Hold	9,150	–	–	0.15%	75
2024 Q2	$464K	Sell	9,150 -3,940	-30%	-$200K	0.16%	75
2024 Q1	$662K	Sell	13,090 -4,967	-28%	-$252K	0.25%	69
2023 Q4	$2.75M	Sell	18,057 -500	-3%	-$25.3K	0.43%	50
2023 Q3	$935K	Sell	18,557 -10,188	-35%	-$515K	0.41%	60
2023 Q2	$1.46M	Sell	28,745 -200	-0.7%	-$10.1K	0.64%	49
2023 Q1	$1.47M	Sell	28,945 -23,894	-45%	-$1.21M	0.67%	47
2022 Q4	$2.67M	Sell	52,839 -22,974	-30%	-$1.16M	1.29%	27
2022 Q3	$3.81M	Sell	75,813 -5,550	-7%	-$280K	1.87%	15
2022 Q2	$4.12M	Sell	81,363 -15,515	-16%	-$784K	1.8%	12
2022 Q1	$4.9M	Sell	96,878 -6,100	-6%	-$310K	1.92%	11
2021 Q4	$5.26M	Sell	102,978 -7,541	-7%	-$385K	1.89%	12
2021 Q3	$5.64M	Buy	+110,519	New	+$5.64M	2.23%	10

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

Roberts Wealth Advisors's JMST Position: Q2 2026 in Review

Roberts Wealth Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 4,411 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #110 among its holdings. This is a return to the name: Roberts Wealth Advisors previously reported a position in JMST as recently as Q3 2024.

Roberts Wealth Advisors first reported a position in JMST in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.64M in Q3 2021. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Roberts Wealth Advisors held 4,411 shares of JPMorgan Ultra-Short Municipal Income ETF worth $225K as of Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new Roberts Wealth Advisors position in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Roberts Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Roberts Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2021 and has held it in 14 quarters since.
Roberts Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.64M in Q3 2021.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.