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Sequoia Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sequoia Financial 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 		$13.2M Sell
257,948
-14,247
-5% -$725K 0.07% 187
2026
Q1 		$13.9M Buy
272,195
+79,939
+42% +$4.08M 0.08% 169
2025
Q4 		$9.79M Buy
192,256
+34,232
+22% +$1.74M 0.05% 211
2025
Q3 		$8.07M Sell
158,024
-3,692
-2% -$188K 0.05% 226
2025
Q2 		$8.23M Sell
161,716
-2,268
-1% -$115K 0.06% 210
2025
Q1 		$8.34M Sell
163,984
-6,005
-4% -$305K 0.06% 212
2024
Q4 		$8.62M Buy
169,989
+47,884
+39% +$2.43M 0.08% 192
2024
Q3 		$6.22M Sell
122,105
-13,743
-10% -$699K 0.07% 195
2024
Q2 		$6.89M Sell
135,848
-8,258
-6% -$418K 0.08% 159
2024
Q1 		$7.31M Sell
144,106
-39,855
-22% -$2.02M 0.09% 160
2023
Q4 		$9.33M Sell
183,961
-421,212
-70% -$21.3M 0.12% 157
2023
Q3 		$30.5M Sell
605,173
-20,606
-3% -$1.04M 0.54% 42
2023
Q2 		$31.7M Sell
625,779
-8,997
-1% -$455K 0.54% 36
2023
Q1 		$32.2M Sell
634,776
-48,068
-7% -$2.43M 0.72% 26
2022
Q4 		$34.5M Buy
682,844
+144,001
+27% +$7.26M 0.85% 23
2022
Q3 		$27.1M Buy
538,843
+12,865
+2% +$650K 0.85% 24
2022
Q2 		$26.6M Buy
525,978
+89,882
+21% +$4.54M 0.75% 24
2022
Q1 		$22.1M Buy
+436,096
New +$22.2M 0.55% 31

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

Sequoia Financial Advisors's JMST Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 5.2% in Q2 2026, selling an estimated $725K and leaving 257,948 shares worth $13.2M. The position accounts for 0.07% of the portfolio, ranked #187.

Sequoia Financial Advisors first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $34.5M in Q4 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Sequoia Financial Advisors held 257,948 shares of JPMorgan Ultra-Short Municipal Income ETF worth $13.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 14,247 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $725K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #187 holding.
  • Sequoia Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $34.5M in Q4 2022.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.