Sandy Cove Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sandy Cove 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	$1.16M	Sell	22,720 -3,093	-12%	-$157K	0.29%	48
2026 Q1	$1.32M	Buy	25,813 +305	+1%	+$15.6K	0.39%	37
2025 Q4	$1.3M	Sell	25,508 -7,698	-23%	-$392K	0.38%	36
2025 Q3	$1.69M	Buy	33,206 +4,019	+14%	+$205K	0.54%	28
2025 Q2	$1.49M	Buy	29,187 +10,933	+60%	+$555K	0.54%	29
2025 Q1	$928K	Buy	18,254 +13,714	+302%	+$697K	0.37%	45
2024 Q4	$230K	Buy	+4,540	New	+$231K	0.09%	114

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

Sandy Cove Advisors's JMST Position: Q2 2026 in Review

Sandy Cove Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q2 2026, selling an estimated $157K and leaving 22,720 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #48.

Sandy Cove Advisors first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69M in Q3 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Sandy Cove Advisors held 22,720 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.16M as of Q2 2026.
Sandy Cove Advisors sold 3,093 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $157K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.29% of Sandy Cove Advisors's portfolio in Q2 2026, its #48 holding.
Sandy Cove Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
Sandy Cove Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.69M in Q3 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.