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Silver Oak Securities’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Silver Oak Securities’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 		$459K Sell
8,991
-13,894
-61% -$707K 0.03% 493
2026
Q1 		$1.17M Buy
22,885
+5,413
+31% +$276K 0.09% 227
2025
Q4 		$892K Buy
17,472
+1,145
+7% +$58.3K 0.06% 313
2025
Q3 		$833K Buy
16,327
+17
+0.1% +$866 0.06% 304
2025
Q2 		$830K Sell
16,310
-869
-5% -$44.1K 0.07% 293
2025
Q1 		$873K Sell
17,179
-2,832
-14% -$144K 0.08% 264
2024
Q4 		$1.02M Buy
20,011
+58
+0.3% +$2.95K 0.09% 232
2024
Q3 		$1.02M Buy
19,953
+9,733
+95% +$495K 0.11% 198
2024
Q2 		$519K Sell
10,220
-18,131
-64% -$918K 0.08% 211
2024
Q1 		$1.44M Sell
28,351
-2,577
-8% -$131K 0.22% 103
2023
Q4 		$1.57M Buy
+30,928
New +$1.56M 0.21% 113
2023
Q3 		– Sell
-12,702
Closed -$643K – 473
2023
Q2 		$643K Buy
12,702
+1,937
+18% +$98K 0.1% 194
2023
Q1 		$547K Sell
10,765
-4,818
-31% -$244K 0.09% 181
2022
Q4 		$787K Buy
+15,583
New +$786K 0.15% 117
2022
Q3 		– Sell
-7,027
Closed -$356K – 473
2022
Q2 		$356K Buy
+7,027
New +$355K 0.08% 176

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

Silver Oak Securities's JMST Position: Q2 2026 in Review

Silver Oak Securities reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 61% in Q2 2026, selling an estimated $707K and leaving 8,991 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #493.

Silver Oak Securities first reported a position in JMST in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.57M in Q4 2023. 561 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Silver Oak Securities held 8,991 shares of JPMorgan Ultra-Short Municipal Income ETF worth $459K as of Q2 2026.
  • Silver Oak Securities sold 13,894 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $707K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #493 holding.
  • Silver Oak Securities first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2022 and has held it in 15 quarters since.
  • Silver Oak Securities's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.57M in Q4 2023.
  • 561 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.