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SteelPeak Wealth’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

SteelPeak Wealth’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 		$1.72M Sell
33,819
-5,185
-13% -$264K 0.04% 250
2026
Q1 		$1.99M Buy
+39,004
New +$1.99M 0.06% 222

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

SteelPeak Wealth's JMST Position: Q2 2026 in Review

SteelPeak Wealth reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 13% in Q2 2026, selling an estimated $264K and leaving 33,819 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #250.

SteelPeak Wealth first reported a position in JMST in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.99M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • SteelPeak Wealth held 33,819 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.72M as of Q2 2026.
  • SteelPeak Wealth sold 5,185 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $264K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #250 holding.
  • SteelPeak Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • SteelPeak Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.99M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.