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Schwallier Wealth Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Schwallier Wealth Management’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 		$337K Sell
6,607
-937
-12% -$47.7K 0.21% 54
2026
Q1 		$385K Buy
7,544
+783
+12% +$40K 0.28% 39
2025
Q4 		$346K Buy
6,761
+278
+4% +$14.2K 0.22% 39
2025
Q3 		$331K Buy
6,483
+2,219
+52% +$113K 0.21% 38
2025
Q2 		$217K Buy
+4,264
New +$216K 0.13% 50

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

Schwallier Wealth Management's JMST Position: Q2 2026 in Review

Schwallier Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 12% in Q2 2026, selling an estimated $47.7K and leaving 6,607 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #54.

Schwallier Wealth Management first reported a position in JMST in Q2 2025 and has held it in 5 quarters since. The position peaked at $385K in Q1 2026. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Schwallier Wealth Management held 6,607 shares of JPMorgan Ultra-Short Municipal Income ETF worth $337K as of Q2 2026.
  • Schwallier Wealth Management sold 937 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $47.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.21% of Schwallier Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Schwallier Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Schwallier Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $385K in Q1 2026.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.