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Souders Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Souders Financial 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 		$626K Sell
12,280
-562
-4% -$28.6K 0.06% 129
2026
Q1 		$655K Buy
12,842
+1,824
+17% +$93.1K 0.07% 123
2025
Q4 		$561K Buy
11,018
+794
+8% +$40.4K 0.06% 125
2025
Q3 		$522K Sell
10,224
-1,634
-14% -$83.3K 0.06% 130
2025
Q2 		$604K Hold
11,858
– – 0.08% 120
2025
Q1 		$603K Sell
11,858
-649
-5% -$33K 0.08% 120
2024
Q4 		$634K Buy
12,507
+1,148
+10% +$58.3K 0.09% 119
2024
Q3 		$579K Buy
11,359
+622
+6% +$31.6K 0.08% 120
2024
Q2 		$545K Buy
10,737
+1,691
+19% +$85.7K 0.08% 119
2024
Q1 		$459K Buy
9,046
+153
+2% +$7.76K 0.07% 128
2023
Q4 		$451K Buy
8,893
+3,563
+67% +$180K 0.08% 122
2023
Q3 		$269K Buy
+5,330
New +$269K 0.05% 144

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Souders Financial Advisors's JMST Position: Q2 2026 in Review

Souders Financial Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.4% in Q2 2026, selling an estimated $28.6K and leaving 12,280 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #129.

Souders Financial Advisors first reported a position in JMST in Q3 2023 and has held it in 12 quarters since. The position peaked at $655K in Q1 2026. 352 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Souders Financial Advisors held 12,280 shares of JPMorgan Ultra-Short Municipal Income ETF worth $626K as of Q2 2026.
  • Souders Financial Advisors sold 562 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $28.6K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.06% of Souders Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • Souders Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Souders Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $655K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.