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

Stewardship 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	$6.08M	Buy	119,200 +28,747	+32%	+$1.46M	1.26%	19
2026 Q1	$4.61M	Buy	90,453 +874	+1%	+$44.6K	1.06%	24
2025 Q4	$4.56M	Sell	89,579 -17,777	-17%	-$906K	1.05%	24
2025 Q3	$5.48M	Buy	107,356 +3,538	+3%	+$180K	1.3%	22
2025 Q2	$5.29M	Sell	103,818 -2,198	-2%	-$112K	1.34%	22
2025 Q1	$5.39M	Buy	106,016 +21,375	+25%	+$1.09M	1.46%	20
2024 Q4	$4.29M	Buy	84,641 +6,739	+9%	+$342K	1.19%	23
2024 Q3	$3.97M	Buy	77,902 +56,082	+257%	+$2.85M	1.12%	25
2024 Q2	$1.11M	Buy	21,820 +4,930	+29%	+$250K	0.37%	39
2024 Q1	$857K	Buy	+16,890	New	+$857K	0.29%	46

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

Stewardship Advisors's JMST Position: Q2 2026 in Review

Stewardship Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 32% in Q2 2026, buying an estimated $1.46M and bringing the position to 119,200 shares worth $6.08M. The position accounts for 1.26% of the portfolio, ranked #19.

Stewardship Advisors first reported a position in JMST in Q1 2024 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Stewardship Advisors held 119,200 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.08M as of Q2 2026.
Stewardship Advisors bought 28,747 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.46M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.26% of Stewardship Advisors's portfolio in Q2 2026, its #19 holding.
Stewardship Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.