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

Sax 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 		$209K Buy
+4,094
New +$208K 0.01% 516

Other funds holding JMST

WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Sax Wealth Advisors's JMST Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 4,094 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #516 among its holdings.

150 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Sax Wealth Advisors held 4,094 shares of JPMorgan Ultra-Short Municipal Income ETF worth $209K as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Sax Wealth Advisors position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #516 holding.
  • 150 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.