Savvy Advisors Inc’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Savvy Advisors Inc’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	$5.64M	Buy	110,657 +15,098	+16%	+$769K	0.12%	144
2026 Q1	$4.87M	Buy	95,559 +2,599	+3%	+$133K	0.13%	123
2025 Q4	$4.74M	Sell	92,960 -226	-0.2%	-$11.5K	0.15%	102
2025 Q3	$4.76M	Buy	93,186 +23,039	+33%	+$1.17M	0.22%	80
2025 Q2	$3.57M	Buy	70,147 +53,123	+312%	+$2.7M	0.24%	67
2025 Q1	$866K	Buy	17,024 +24	+0.1%	+$1.22K	0.09%	193
2024 Q4	$862K	Hold	17,000	–	–	0.1%	164
2024 Q3	$866K	Sell	17,000 -3,121	-16%	-$159K	0.18%	119
2024 Q2	$1.02M	Buy	+20,121	New	+$1.02M	0.33%	71

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

Savvy Advisors Inc's JMST Position: Q2 2026 in Review

Savvy Advisors Inc increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, buying an estimated $769K and bringing the position to 110,657 shares worth $5.64M. The position accounts for 0.12% of the portfolio, ranked #144.

Savvy Advisors Inc first reported a position in JMST in Q2 2024 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Savvy Advisors Inc held 110,657 shares of JPMorgan Ultra-Short Municipal Income ETF worth $5.64M as of Q2 2026.
Savvy Advisors Inc bought 15,098 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $769K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of Savvy Advisors Inc's portfolio in Q2 2026, its #144 holding.
Savvy Advisors Inc first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2024 and has held it in 9 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.