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Savant Capital’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Savant Capital’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 		$1.38M Buy
27,018
+2,535
+10% +$129K ﹤0.01% 748
2026
Q1 		$1.25M Buy
+24,483
New +$1.25M 0.01% 548
2025
Q1 		– Sell
-6,133
Closed -$311K – 1262
2024
Q4 		$311K Hold
6,133
– – ﹤0.01% 1094
2024
Q3 		$312K Buy
+6,133
New +$312K ﹤0.01% 1069
2024
Q2 		– Sell
-5,988
Closed -$304K – 1309
2024
Q1 		$304K Buy
+5,988
New +$304K ﹤0.01% 897

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

Savant Capital's JMST Position: Q2 2026 in Review

Savant Capital increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 10% in Q2 2026, buying an estimated $129K and bringing the position to 27,018 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Savant Capital first reported a position in JMST in Q1 2024 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Savant Capital held 27,018 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.38M as of Q2 2026.
  • Savant Capital bought 2,535 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $129K.
  • JPMorgan Ultra-Short Municipal Income ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #748 holding.
  • Savant Capital first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 5 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.