STAR Financial Bank’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

STAR Financial Bank’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	$503K	Buy	+9,858	New	+$502K	0.2%	60
2024 Q3	–	Sell	-4,897	Closed	-$248K	–	123
2024 Q2	$248K	Hold	4,897	–	–	0.19%	103
2024 Q1	$248K	Hold	4,897	–	–	0.21%	84
2023 Q4	$248K	Sell	4,897 -2,676	-35%	-$135K	0.23%	83
2023 Q3	$382K	Sell	7,573 -170	-2%	-$8.59K	0.39%	59
2023 Q2	$392K	Sell	7,743 -6,969	-47%	-$353K	0.37%	64
2023 Q1	$747K	Sell	14,712 -1,113	-7%	-$56.4K	0.73%	37
2022 Q4	$800K	Buy	+15,825	New	+$798K	0.79%	35

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

STAR Financial Bank's JMST Position: Q2 2026 in Review

STAR Financial Bank opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 9,858 shares worth $503K. The stake represents 0.2% of the portfolio and ranks #60 among its holdings. This is a return to the name: STAR Financial Bank previously reported a position in JMST as recently as Q2 2024.

STAR Financial Bank first reported a position in JMST in Q4 2022 and has held it in 8 quarters since. The position peaked at $800K in Q4 2022. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

STAR Financial Bank held 9,858 shares of JPMorgan Ultra-Short Municipal Income ETF worth $503K as of Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF was a new STAR Financial Bank position in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.2% of STAR Financial Bank's portfolio in Q2 2026, its #60 holding.
STAR Financial Bank first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 8 quarters since.
STAR Financial Bank's JPMorgan Ultra-Short Municipal Income ETF position peaked at $800K in Q4 2022.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.