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Shore Point Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Shore Point 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 		$413K Sell
8,098
-1,547
-16% -$78.8K 0.14% 51
2026
Q1 		$492K Sell
9,645
-162
-2% -$8.27K 0.19% 46
2025
Q4 		$500K Sell
9,807
-1,272
-11% -$64.8K 0.21% 45
2025
Q3 		$566K Buy
11,079
+4,813
+77% +$245K 0.25% 43
2025
Q2 		$319K Buy
6,266
+1,669
+36% +$84.7K 0.15% 58
2025
Q1 		$234K Buy
4,597
+33
+0.7% +$1.68K 0.12% 61
2024
Q4 		$231K Sell
4,564
-155
-3% -$7.87K 0.12% 62
2024
Q3 		$240K Sell
4,719
-875
-16% -$44.5K 0.13% 59
2024
Q2 		$284K Sell
5,594
-3,427
-38% -$174K 0.16% 48
2024
Q1 		$458K Buy
9,021
+3,194
+55% +$162K 0.26% 39
2023
Q4 		$296K Sell
5,827
-11,463
-66% -$580K 0.18% 46
2023
Q3 		$872K Sell
17,290
-14,745
-46% -$745K 0.63% 29
2023
Q2 		$1.62M Buy
32,035
+48
+0.2% +$2.43K 1.16% 18
2023
Q1 		$1.62M Buy
31,987
+3,130
+11% +$158K 1.23% 17
2022
Q4 		$1.46M Sell
28,857
-10,798
-27% -$545K 1.2% 17
2022
Q3 		$2M Buy
39,655
+27,178
+218% +$1.37M 1.95% 14
2022
Q2 		$632K Buy
12,477
+8,523
+216% +$431K 0.59% 21
2022
Q1 		$200K Sell
3,954
-592
-13% -$30.1K 0.17% 36
2021
Q4 		$232K Buy
+4,546
New +$232K 0.19% 31

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Shore Point Advisors's JMST Position: Q2 2026 in Review

Shore Point Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, selling an estimated $78.8K and leaving 8,098 shares worth $413K. The position accounts for 0.14% of the portfolio, ranked #51.

Shore Point Advisors first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q3 2022. 311 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Shore Point Advisors held 8,098 shares of JPMorgan Ultra-Short Municipal Income ETF worth $413K as of Q2 2026.
  • Shore Point Advisors sold 1,547 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $78.8K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.14% of Shore Point Advisors's portfolio in Q2 2026, its #51 holding.
  • Shore Point Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Shore Point Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $2M in Q3 2022.
  • 311 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.