Shum Financial Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Shum Financial Group’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	$1.73M	Buy	33,986 +17,144	+102%	+$873K	1.04%	28
2026 Q1	$859K	Buy	16,842 +3,453	+26%	+$176K	0.61%	43
2025 Q4	$682K	Sell	13,389 -814	-6%	-$41.5K	0.49%	53
2025 Q3	$725K	Buy	+14,203	New	+$724K	0.54%	50
2025 Q1	$497K	Sell	9,769 -3,959	-29%	-$201K	0.43%	62
2024 Q4	$697K	Sell	13,728 -4,791	-26%	-$243K	0.6%	54
2024 Q3	$938K	Buy	+18,519	New	+$941K	0.78%	44

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Shum Financial Group's JMST Position: Q2 2026 in Review

Shum Financial Group increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 102% in Q2 2026, buying an estimated $873K and bringing the position to 33,986 shares worth $1.73M. The position accounts for 1.04% of the portfolio, ranked #28.

Shum Financial Group first reported a position in JMST in Q3 2024 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Shum Financial Group held 33,986 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.73M as of Q2 2026.
Shum Financial Group bought 17,144 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $873K.
JPMorgan Ultra-Short Municipal Income ETF made up 1.04% of Shum Financial Group's portfolio in Q2 2026, its #28 holding.
Shum Financial Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
352 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.