Smartleaf Asset Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Smartleaf Asset 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	$214K	Hold	4,188	–	–	0.01%	804
2026 Q1	$213K	Buy	4,188 +562	+15%	+$28.7K	0.01%	762
2025 Q4	$185K	Sell	3,626 -709	-16%	-$36.1K	0.01%	837
2025 Q3	$221K	Sell	4,335 -396	-8%	-$20.2K	0.01%	689
2025 Q2	$241K	Buy	4,731 +113	+2%	+$5.74K	0.02%	533
2025 Q1	$235K	Buy	4,618 +797	+21%	+$40.5K	0.02%	521
2024 Q4	$194K	Buy	3,821 +142	+4%	+$7.21K	0.02%	550
2024 Q3	$187K	Buy	3,679 +845	+30%	+$43K	0.02%	509
2024 Q2	$144K	Sell	2,834 -701	-20%	-$35.5K	0.02%	468
2024 Q1	$179K	Buy	3,535 +114	+3%	+$5.78K	0.03%	387
2023 Q4	$173K	Buy	+3,421	New	+$173K	0.05%	336

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

Smartleaf Asset Management's JMST Position: Q2 2026 in Review

Smartleaf Asset Management held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 4,188 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #804.

Smartleaf Asset Management first reported a position in JMST in Q4 2023 and has held it in 11 quarters since. The position peaked at $241K in Q2 2025. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Smartleaf Asset Management held 4,188 shares of JPMorgan Ultra-Short Municipal Income ETF worth $214K as of Q2 2026.
Smartleaf Asset 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 Smartleaf Asset Management's portfolio in Q2 2026, its #804 holding.
Smartleaf Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $241K in Q2 2025.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.