San Luis Wealth Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

San Luis 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	$623K	Sell	12,223 -22,104	-64%	-$1.13M	0.09%	126
2026 Q1	$1.75M	Sell	34,327 -15,673	-31%	-$800K	0.29%	59
2025 Q4	$2.55M	Hold	50,000	–	–	0.43%	51
2025 Q3	$2.55M	Buy	+50,000	New	+$2.55M	0.46%	49

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

San Luis Wealth Advisors's JMST Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 64% in Q2 2026, selling an estimated $1.13M and leaving 12,223 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #126.

San Luis Wealth Advisors first reported a position in JMST in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.55M in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

San Luis Wealth Advisors held 12,223 shares of JPMorgan Ultra-Short Municipal Income ETF worth $623K as of Q2 2026.
San Luis Wealth Advisors sold 22,104 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.13M.
JPMorgan Ultra-Short Municipal Income ETF made up 0.09% of San Luis Wealth Advisors's portfolio in Q2 2026, its #126 holding.
San Luis Wealth Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
San Luis Wealth Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2.55M in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.