Smart Money Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Smart Money 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
2025 Q2	–	Sell	-9,947	Closed	-$506K	–	77
2025 Q1	$506K	Sell	9,947 -213	-2%	-$10.8K	0.17%	59
2024 Q4	$515K	Buy	10,160 +13	+0.1%	+$660	0.18%	77
2024 Q3	$516K	Buy	10,147 +2,906	+40%	+$148K	0.18%	74
2024 Q2	$368K	Sell	7,241 -63,191	-90%	-$3.2M	0.13%	80
2024 Q1	$3.57M	Sell	70,432 -69	-0.1%	-$3.5K	1.39%	22
2023 Q4	$3.58M	Sell	70,501 -2,381	-3%	-$120K	1.56%	18
2023 Q3	$3.68M	Sell	72,882 -716	-1%	-$36.2K	1.75%	16
2023 Q2	$3.73M	Sell	73,598 -1,225	-2%	-$62K	1.78%	17
2023 Q1	$3.8M	Buy	74,823 +63,934	+587%	+$3.24M	1.91%	16
2022 Q4	$550K	Buy	+10,889	New	+$549K	0.29%	31

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Smart Money Group's JMST Position: Q2 2025 in Review

Smart Money Group sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 9,947 shares — an estimated $506K sold.

Smart Money Group first reported a position in JMST in Q4 2022 and held it in 10 quarters. The position peaked at $3.8M in Q1 2023. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Smart Money Group reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
Smart Money Group sold 9,947 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $506K.
Smart Money Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and held it in 10 quarters.
Smart Money Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.8M in Q1 2023.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Smart Money Group's 13F filing for Q2 2025, filed 6 Aug 2025.