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Semus Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Semus Wealth Partners’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 		$222K Buy
4,362
+28
+0.6% +$1.43K 0.11% 101
2026
Q1 		$221K Buy
4,334
+27
+0.6% +$1.38K 0.12% 96
2025
Q4 		$219K Sell
4,307
-169
-4% -$8.61K 0.12% 101
2025
Q3 		$228K Buy
4,476
+31
+0.7% +$1.58K 0.13% 100
2025
Q2 		$226K Buy
4,445
+34
+0.8% +$1.73K 0.15% 102
2025
Q1 		$224K Buy
4,411
+32
+0.7% +$1.63K 0.16% 98
2024
Q4 		$222K Sell
4,379
-27
-0.6% -$1.37K 0.15% 101
2024
Q3 		$224K Buy
4,406
+36
+0.8% +$1.83K 0.16% 106
2024
Q2 		$222K Buy
4,370
+38
+0.9% +$1.93K 0.17% 103
2024
Q1 		$220K Buy
4,332
+36
+0.8% +$1.83K 0.19% 117
2023
Q4 		$218K Buy
4,296
+36
+0.8% +$1.82K 0.18% 115
2023
Q3 		$215K Sell
4,260
-963
-18% -$48.7K 0.2% 105
2023
Q2 		$265K Sell
5,223
-144
-3% -$7.29K 0.24% 91
2023
Q1 		$273K Sell
5,367
-364
-6% -$18.4K 0.29% 84
2022
Q4 		$290K Buy
+5,731
New +$289K 0.35% 72

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

Semus Wealth Partners's JMST Position: Q2 2026 in Review

Semus Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.65% in Q2 2026, buying an estimated $1.43K and bringing the position to 4,362 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #101.

Semus Wealth Partners first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $290K in Q4 2022. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Semus Wealth Partners held 4,362 shares of JPMorgan Ultra-Short Municipal Income ETF worth $222K as of Q2 2026.
  • Semus Wealth Partners bought 28 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.43K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Semus Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Semus Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's JPMorgan Ultra-Short Municipal Income ETF position peaked at $290K in Q4 2022.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.