Sagespring Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sagespring 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	$3.03M	Sell	59,482 -14,445	-20%	-$736K	0.05%	172
2026 Q1	$3.77M	Buy	73,927 +19,325	+35%	+$986K	0.07%	137
2025 Q4	$2.78M	Buy	+54,602	New	+$2.78M	0.05%	160
2025 Q2	–	Sell	-9,805	Closed	-$499K	–	728
2025 Q1	$499K	Buy	9,805 +71	+0.7%	+$3.61K	0.01%	394
2024 Q4	$494K	Buy	+9,734	New	+$494K	0.01%	352

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

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

Sagespring Wealth Partners reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 20% in Q2 2026, selling an estimated $736K and leaving 59,482 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #172.

Sagespring Wealth Partners first reported a position in JMST in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.77M in Q1 2026. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Sagespring Wealth Partners held 59,482 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.03M as of Q2 2026.
Sagespring Wealth Partners sold 14,445 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $736K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of Sagespring Wealth Partners's portfolio in Q2 2026, its #172 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 5 quarters since.
Sagespring Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.77M in Q1 2026.
563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.