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Soltis Investment Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Soltis Investment Advisors’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 		$1.2M Buy
23,550
+5,199
+28% +$265K 0.07% 216
2026
Q1 		$936K Buy
18,351
+7,774
+73% +$397K 0.06% 230
2025
Q4 		$539K Buy
10,577
+449
+4% +$22.9K 0.04% 310
2025
Q3 		$517K Sell
10,128
-1,299
-11% -$66.2K 0.04% 292
2025
Q2 		$582K Sell
11,427
-3,591
-24% -$182K 0.05% 240
2025
Q1 		$764K Buy
15,018
+2,226
+17% +$113K 0.07% 191
2024
Q4 		$649K Buy
12,792
+1
+0% +$51 0.06% 210
2024
Q3 		$652K Buy
12,791
+87
+0.7% +$4.42K 0.06% 198
2024
Q2 		$645K Sell
12,704
-20,500
-62% -$1.04M 0.07% 184
2024
Q1 		$1.68M Sell
33,204
-2,179
-6% -$111K 0.19% 129
2023
Q4 		$1.8M Sell
35,383
-2,507
-7% -$127K 0.2% 120
2023
Q3 		$1.91M Sell
37,890
-1,824
-5% -$92.2K 0.25% 107
2023
Q2 		$2.01M Sell
39,714
-10,454
-21% -$529K 0.23% 107
2023
Q1 		$2.55M Sell
50,168
-52,261
-51% -$2.65M 0.32% 90
2022
Q4 		$5.18M Buy
102,429
+34,816
+51% +$1.76M 0.68% 35
2022
Q3 		$3.4M Sell
67,613
-4,798
-7% -$242K 0.51% 55
2022
Q2 		$3.67M Buy
72,411
+38,308
+112% +$1.94M 0.53% 46
2022
Q1 		$1.73M Buy
+34,103
New +$1.73M 0.24% 98

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

Soltis Investment Advisors's JMST Position: Q2 2026 in Review

Soltis Investment Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 28% in Q2 2026, buying an estimated $265K and bringing the position to 23,550 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #216.

Soltis Investment Advisors first reported a position in JMST in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.18M in Q4 2022. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Soltis Investment Advisors held 23,550 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.2M as of Q2 2026.
  • Soltis Investment Advisors bought 5,199 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $265K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Soltis Investment Advisors's portfolio in Q2 2026, its #216 holding.
  • Soltis Investment Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Soltis Investment Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $5.18M in Q4 2022.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.