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

Robinson Smith 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	$2.93M	Sell	57,495 -11,374	-17%	-$579K	1.76%	15
2026 Q1	$3.51M	Sell	68,869 -6,363	-8%	-$325K	2.38%	10
2025 Q4	$3.83M	Sell	75,232 -1,841	-2%	-$93.8K	2.62%	10
2025 Q3	$3.93M	Buy	77,073 +17,772	+30%	+$906K	2.82%	9
2025 Q2	$3.02M	Buy	59,301 +7,563	+15%	+$384K	2.41%	12
2025 Q1	$2.63M	Buy	51,738 +1,888	+4%	+$95.9K	2.2%	11
2024 Q4	$2.53M	Buy	49,850 +4,381	+10%	+$223K	2.14%	12
2024 Q3	$2.32M	Buy	45,469 +6,734	+17%	+$342K	1.97%	12
2024 Q2	$1.97M	Buy	38,735 +1,939	+5%	+$98.2K	1.73%	12
2024 Q1	$1.87M	Buy	36,796 +2,241	+6%	+$114K	1.79%	12
2023 Q4	$1.75M	Buy	+34,555	New	+$1.75M	1.72%	14

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

Robinson Smith Wealth Advisors's JMST Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 17% in Q2 2026, selling an estimated $579K and leaving 57,495 shares worth $2.93M. The position accounts for 1.76% of the portfolio, ranked #15.

Robinson Smith Wealth Advisors first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.93M in Q3 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Robinson Smith Wealth Advisors held 57,495 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.93M as of Q2 2026.
Robinson Smith Wealth Advisors sold 11,374 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $579K.
JPMorgan Ultra-Short Municipal Income ETF made up 1.76% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Robinson Smith Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.93M in Q3 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.