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

Smithbridge 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	$411K	Buy	8,059 +650	+9%	+$33.1K	0.06%	138
2026 Q1	$378K	Sell	7,409 -3,055	-29%	-$156K	0.06%	147
2025 Q4	$533K	Buy	10,464 +5,882	+128%	+$300K	0.05%	145
2025 Q3	$234K	Buy	+4,582	New	+$234K	0.03%	144

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

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

Smithbridge Asset Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.8% in Q2 2026, buying an estimated $33.1K and bringing the position to 8,059 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #138.

Smithbridge Asset Management first reported a position in JMST in Q3 2025 and has held it in 4 quarters since. The position peaked at $533K in Q4 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Smithbridge Asset Management held 8,059 shares of JPMorgan Ultra-Short Municipal Income ETF worth $411K as of Q2 2026.
Smithbridge Asset Management bought 650 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $33.1K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Smithbridge Asset Management's portfolio in Q2 2026, its #138 holding.
Smithbridge Asset Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
Smithbridge Asset Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $533K in Q4 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.