Steward Partners Investment Advisory’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Steward Partners Investment Advisory’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	$1.62M	Sell	31,856 -2,263	-7%	-$115K	0.01%	1032
2026 Q1	$1.74M	Buy	34,119 +8,234	+32%	+$420K	0.01%	913
2025 Q4	$1.32M	Sell	25,885 -1,612	-6%	-$82.1K	0.01%	941
2025 Q3	$1.4M	Buy	27,497 +240	+0.9%	+$12.2K	0.01%	912
2025 Q2	$1.39M	Buy	27,257 +6,971	+34%	+$354K	0.01%	851
2025 Q1	$1.03M	Buy	20,286 +3,500	+21%	+$178K	0.01%	905
2024 Q4	$851K	Hold	16,786	–	–	0.01%	938
2024 Q3	$855K	Hold	16,786	–	–	0.01%	914
2024 Q2	$852K	Buy	16,786 +4,907	+41%	+$249K	0.01%	865
2024 Q1	$603K	Buy	11,879 +20	+0.2%	+$1.01K	0.01%	978
2023 Q4	$602K	Sell	11,859 -477	-4%	-$24.1K	0.01%	916
2023 Q3	$622K	Buy	12,336 +500	+4%	+$25.3K	0.01%	849
2023 Q2	$599K	Hold	11,836	–	–	0.01%	871
2023 Q1	$601K	Buy	+11,836	New	+$599K	0.01%	855

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

Steward Partners Investment Advisory's JMST Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 6.6% in Q2 2026, selling an estimated $115K and leaving 31,856 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #1032.

Steward Partners Investment Advisory first reported a position in JMST in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.74M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Steward Partners Investment Advisory held 31,856 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.62M as of Q2 2026.
Steward Partners Investment Advisory sold 2,263 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $115K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1032 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2023 and has held it in 14 quarters since.
Steward Partners Investment Advisory's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.74M in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.