Sigma Planning Corp’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Sigma Planning Corp’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	$3.31M	Buy	64,928 +1,289	+2%	+$65.6K	0.08%	245
2026 Q1	$3.24M	Buy	63,639 +2,310	+4%	+$118K	0.09%	241
2025 Q4	$3.12M	Buy	61,329 +1,648	+3%	+$84K	0.09%	243
2025 Q3	$3.05M	Buy	59,681 +13,910	+30%	+$709K	0.09%	240
2025 Q2	$2.33M	Buy	45,771 +31,828	+228%	+$1.62M	0.07%	274
2025 Q1	$709K	Buy	13,943 +1,034	+8%	+$52.5K	0.02%	603
2024 Q4	$655K	Buy	12,909 +709	+6%	+$36K	0.02%	631
2024 Q3	$621K	Buy	12,200 +1,048	+9%	+$53.3K	0.02%	664
2024 Q2	$566K	Buy	11,152 +4,642	+71%	+$235K	0.02%	681
2024 Q1	$330K	Buy	+6,510	New	+$330K	0.01%	912
2023 Q4	–	Sell	-4,708	Closed	-$238K	–	1030
2023 Q3	$238K	Buy	+4,708	New	+$238K	0.01%	1016
2023 Q2	–	Sell	-9,264	Closed	-$471K	–	1292
2023 Q1	$471K	Sell	9,264 -9,337	-50%	-$473K	0.02%	823
2022 Q4	$940K	Buy	18,601 +12,153	+188%	+$613K	0.03%	501
2022 Q3	$324K	Buy	+6,448	New	+$326K	0.01%	919

Other funds holding JMST

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sigma Planning Corp's JMST Position: Q2 2026 in Review

Sigma Planning Corp increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2% in Q2 2026, buying an estimated $65.6K and bringing the position to 64,928 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #245.

Sigma Planning Corp first reported a position in JMST in Q3 2022 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Sigma Planning Corp held 64,928 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.31M as of Q2 2026.
Sigma Planning Corp bought 1,289 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $65.6K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Sigma Planning Corp's portfolio in Q2 2026, its #245 holding.
Sigma Planning Corp first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 14 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.