Root Financial Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Root Financial 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	$2.69M	Buy	52,750 +13,429	+34%	+$684K	0.1%	60
2026 Q1	$2M	Buy	39,321 +225	+0.6%	+$11.5K	0.09%	64
2025 Q4	$1.99M	Buy	39,096 +9,989	+34%	+$509K	0.1%	59
2025 Q3	$1.49M	Buy	29,107 +19,862	+215%	+$1.01M	0.09%	66
2025 Q2	$471K	Buy	9,245 +4,696	+103%	+$238K	0.05%	126
2025 Q1	$231K	Sell	4,549 -216	-5%	-$11K	0.02%	188
2024 Q4	$242K	Hold	4,765	–	–	0.03%	179
2024 Q3	$243K	Buy	+4,765	New	+$242K	0.04%	136

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

Root Financial Partners's JMST Position: Q2 2026 in Review

Root Financial Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 34% in Q2 2026, buying an estimated $684K and bringing the position to 52,750 shares worth $2.69M. The position accounts for 0.1% of the portfolio, ranked #60.

Root Financial Partners first reported a position in JMST in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Root Financial Partners held 52,750 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.69M as of Q2 2026.
Root Financial Partners bought 13,429 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $684K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Root Financial Partners's portfolio in Q2 2026, its #60 holding.
Root Financial Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.