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SkyOak Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

SkyOak Wealth’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 		$3.72M Buy
72,890
+5,568
+8% +$284K 0.61% 41
2026
Q1 		$3.43M Sell
67,322
-26,419
-28% -$1.35M 0.63% 40
2025
Q4 		$4.78M Buy
93,741
+6,143
+7% +$313K 0.86% 34
2025
Q3 		$4.47M Sell
87,598
-392
-0.4% -$20K 0.84% 34
2025
Q2 		$4.48M Buy
87,990
+28,968
+49% +$1.47M 0.9% 30
2025
Q1 		$3M Sell
59,022
-9,885
-14% -$502K 0.66% 40
2024
Q4 		$3.49M Buy
68,907
+14,528
+27% +$738K 0.75% 36
2024
Q3 		$2.77M Sell
54,379
-4,149
-7% -$211K 0.61% 46
2024
Q2 		$2.97M Sell
58,528
-3,708
-6% -$188K 0.69% 37
2024
Q1 		$3.16M Buy
62,236
+17,146
+38% +$870K 0.76% 34
2023
Q4 		$2.29M Buy
45,090
+6,477
+17% +$328K 0.6% 45
2023
Q3 		$1.95M Hold
38,613
– – 0.57% 49
2023
Q2 		$1.96M Sell
38,613
-7,610
-16% -$385K 0.55% 47
2023
Q1 		$2.35M Buy
46,223
+4,563
+11% +$231K 0.72% 37
2022
Q4 		$2.11M Buy
41,660
+4,163
+11% +$210K 0.71% 39
2022
Q3 		$1.89M Sell
37,497
-4,299
-10% -$217K 0.68% 42
2022
Q2 		$2.12M Sell
41,796
-43,540
-51% -$2.2M 0.72% 41
2022
Q1 		$4.32M Sell
85,336
-1,543
-2% -$78.4K 1.2% 21
2021
Q4 		$4.44M Buy
86,879
+10,925
+14% +$558K 1.13% 28
2021
Q3 		$3.88M Buy
75,954
+20,099
+36% +$1.03M 1.05% 27
2021
Q2 		$2.85M Buy
55,855
+7,813
+16% +$399K 0.76% 34
2021
Q1 		$2.45M Sell
48,042
-1,015
-2% -$51.8K 0.68% 41
2020
Q4 		$2.5M Buy
49,057
+7,367
+18% +$376K 0.78% 40
2020
Q3 		$2.13M Buy
41,690
+18,615
+81% +$950K 0.76% 38
2020
Q2 		$1.18M Sell
23,075
-3,100
-12% -$157K 0.43% 58
2020
Q1 		$1.32M Buy
26,175
+13,125
+101% +$662K 0.67% 40
2019
Q4 		$659K Buy
+13,050
New +$659K 0.2% 110

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

SkyOak Wealth's JMST Position: Q2 2026 in Review

SkyOak Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.3% in Q2 2026, buying an estimated $284K and bringing the position to 72,890 shares worth $3.72M. The position accounts for 0.61% of the portfolio, ranked #41.

SkyOak Wealth first reported a position in JMST in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.78M in Q4 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • SkyOak Wealth held 72,890 shares of JPMorgan Ultra-Short Municipal Income ETF worth $3.72M as of Q2 2026.
  • SkyOak Wealth bought 5,568 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $284K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.61% of SkyOak Wealth's portfolio in Q2 2026, its #41 holding.
  • SkyOak Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.78M in Q4 2025.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.