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Smallwood Wealth Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Smallwood Wealth Investment Management’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 		$11.6K Hold
227
– – 0.01% 321
2026
Q1 		$11.6K Buy
+227
New +$11.6K 0.01% 316

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

Smallwood Wealth Investment Management's JMST Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 227 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #321.

Smallwood Wealth Investment Management first reported a position in JMST in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Smallwood Wealth Investment Management held 227 shares of JPMorgan Ultra-Short Municipal Income ETF worth $11.6K as of Q2 2026.
  • Smallwood Wealth Investment Management left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #321 holding.
  • Smallwood Wealth Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.