Salomon & Ludwin’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Salomon & Ludwin’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	$61.2M	Buy	1,202,000 +12,119	+1%	+$617K	5.04%	4
2026 Q1	$60.9M	Buy	1,189,881 +17,811	+2%	+$909K	5.44%	3
2025 Q4	$59.7M	Buy	1,172,070 +22,032	+2%	+$1.12M	5.28%	4
2025 Q3	$58.6M	Buy	1,150,038 +133,284	+13%	+$6.79M	5.27%	4
2025 Q2	$51.7M	Sell	1,016,754 -482	-0%	-$24.5K	5.1%	4
2025 Q1	$51.7M	Sell	1,017,236 -10,300	-1%	-$523K	5.51%	3
2024 Q4	$52.1M	Buy	1,027,536 +7,925	+0.8%	+$403K	5.52%	3
2024 Q3	$51.9M	Buy	1,019,611 +830,218	+438%	+$42.2M	5.29%	3
2024 Q2	$9.61M	Buy	189,393 +44,710	+31%	+$2.26M	1.07%	25
2024 Q1	$7.35M	Buy	+144,683	New	+$7.34M	0.63%	38

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Salomon & Ludwin's JMST Position: Q2 2026 in Review

Salomon & Ludwin increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1% in Q2 2026, buying an estimated $617K and bringing the position to 1,202,000 shares worth $61.2M. The position accounts for 5.04% of the portfolio, ranked #4.

Salomon & Ludwin first reported a position in JMST in Q1 2024 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Salomon & Ludwin held 1,202,000 shares of JPMorgan Ultra-Short Municipal Income ETF worth $61.2M as of Q2 2026.
Salomon & Ludwin bought 12,119 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $617K.
JPMorgan Ultra-Short Municipal Income ETF made up 5.04% of Salomon & Ludwin's portfolio in Q2 2026, its #4 holding.
Salomon & Ludwin first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.