SFG
JMST icon

Sage Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sage Financial Group’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 		$1.24M Sell
24,282
-1,766
-7% -$89.9K 0.07% 55
2026
Q1 		$1.33M Buy
26,048
+1,058
+4% +$54K 0.09% 49
2025
Q4 		$1.27M Buy
24,990
+1,914
+8% +$97.5K 0.08% 51
2025
Q3 		$1.18M Buy
23,076
+3,099
+16% +$158K 0.08% 49
2025
Q2 		$1.02M Buy
19,977
+4,937
+33% +$251K 0.08% 49
2025
Q1 		$765K Buy
15,040
+2,114
+16% +$107K 0.06% 56
2024
Q4 		$655K Buy
12,926
+684
+6% +$34.7K 0.05% 58
2024
Q3 		$624K Buy
12,242
+15
+0.1% +$762 0.05% 61
2024
Q2 		$620K Buy
12,227
+3,202
+35% +$162K 0.05% 61
2024
Q1 		$458K Buy
9,025
+175
+2% +$8.88K 0.04% 71
2023
Q4 		$449K Hold
8,850
– – 0.04% 69
2023
Q3 		$446K Sell
8,850
-671
-7% -$33.9K 0.05% 62
2023
Q2 		$482K Sell
9,521
-3,549
-27% -$180K 0.05% 61
2023
Q1 		$664K Sell
13,070
-2,039
-13% -$103K 0.08% 50
2022
Q4 		$764K Sell
15,109
-3,781
-20% -$191K 0.09% 50
2022
Q3 		$950K Buy
18,890
+1,563
+9% +$79K 0.13% 43
2022
Q2 		$878K Buy
17,327
+4,157
+32% +$210K 0.12% 43
2022
Q1 		$667K Sell
13,170
-81,151
-86% -$4.12M 0.08% 43
2021
Q4 		$4.82M Sell
94,321
-50,920
-35% -$2.6M 0.51% 28
2021
Q3 		$7.42M Buy
145,241
+69,093
+91% +$3.53M 0.91% 19
2021
Q2 		$3.89M Sell
76,148
-37,997
-33% -$1.94M 0.48% 28
2021
Q1 		$5.83M Buy
114,145
+16,367
+17% +$835K 0.76% 20
2020
Q4 		$4.99M Buy
97,778
+83,526
+586% +$4.26M 0.68% 23
2020
Q3 		$727K Buy
+14,252
New +$727K 0.12% 35
2020
Q2 		– Sell
-66,001
Closed -$3.33M – 73
2020
Q1 		$3.33M Sell
66,001
-17,930
-21% -$905K 0.63% 24
2019
Q4 		$4.24M Buy
83,931
+574
+0.7% +$29K 0.58% 23
2019
Q3 		$4.2M Buy
83,357
+3,647
+5% +$184K 0.63% 23
2019
Q2 		$4.02M Sell
79,710
-2,544
-3% -$128K 0.6% 24
2019
Q1 		$4.14M Sell
82,254
-33,649
-29% -$1.69M 0.64% 24
2018
Q4 		$5.83M Buy
+115,903
New +$5.81M 0.97% 19

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Financial Group's JMST Position: Q2 2026 in Review

Sage Financial Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.8% in Q2 2026, selling an estimated $89.9K and leaving 24,282 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #55.

Sage Financial Group first reported a position in JMST in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.42M in Q3 2021. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Sage Financial Group held 24,282 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.24M as of Q2 2026.
  • Sage Financial Group sold 1,766 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $89.9K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Sage Financial Group's portfolio in Q2 2026, its #55 holding.
  • Sage Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2018 and has held it in 30 quarters since.
  • Sage Financial Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.42M in Q3 2021.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.