Stifel Financial
JMST icon

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

Stifel Financial’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 		$14.9M Buy
293,012
+43,804
+18% +$2.23M 0.01% 810
2026
Q1 		$12.7M Buy
249,208
+24,664
+11% +$1.26M 0.01% 847
2025
Q4 		$11.4M Sell
224,544
-186
-0.1% -$9.47K 0.01% 890
2025
Q3 		$11.5M Sell
224,730
-29,602
-12% -$1.51M 0.01% 883
2025
Q2 		$13M Buy
254,332
+34,022
+15% +$1.73M 0.01% 776
2025
Q1 		$11.2M Buy
220,310
+45,553
+26% +$2.31M 0.01% 792
2024
Q4 		$8.86M Sell
174,757
-19
-0% -$965 0.01% 909
2024
Q3 		$8.9M Buy
174,776
+51,148
+41% +$2.6M 0.01% 888
2024
Q2 		$6.27M Sell
123,628
-13,760
-10% -$697K 0.01% 1019
2024
Q1 		$6.97M Sell
137,388
-10,969
-7% -$556K 0.01% 962
2023
Q4 		$7.53M Sell
148,357
-425
-0.3% -$21.5K 0.01% 891
2023
Q3 		$7.51M Buy
148,782
+1,871
+1% +$94.6K 0.01% 840
2023
Q2 		$7.44M Buy
146,911
+17,686
+14% +$895K 0.01% 837
2023
Q1 		$6.56M Sell
129,225
-2,850
-2% -$144K 0.01% 870
2022
Q4 		$6.67M Buy
132,075
+22,004
+20% +$1.11M 0.01% 843
2022
Q3 		$5.54M Buy
110,071
+48,650
+79% +$2.46M 0.01% 900
2022
Q2 		$3.11M Buy
61,421
+52,246
+569% +$2.64M ﹤0.01% 1214
2022
Q1 		$465K Buy
9,175
+1,625
+22% +$82.5K ﹤0.01% 2617
2021
Q4 		$386K Sell
7,550
-5,807
-43% -$296K ﹤0.01% 2744
2021
Q3 		$682K Sell
13,357
-7,183
-35% -$367K ﹤0.01% 2383
2021
Q2 		$1.05M Sell
20,540
-8,225
-29% -$420K ﹤0.01% 2058
2021
Q1 		$1.47M Buy
28,765
+18,845
+190% +$962K ﹤0.01% 1717
2020
Q4 		$506K Buy
9,920
+6,000
+153% +$306K ﹤0.01% 2309
2020
Q3 		$200K Buy
+3,920
New +$200K ﹤0.01% 2621

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

Stifel Financial's JMST Position: Q2 2026 in Review

Stifel Financial increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 18% in Q2 2026, buying an estimated $2.23M and bringing the position to 293,012 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #810.

Stifel Financial first reported a position in JMST in Q3 2020 and has held it in 24 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Stifel Financial held 293,012 shares of JPMorgan Ultra-Short Municipal Income ETF worth $14.9M as of Q2 2026.
  • Stifel Financial bought 43,804 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $2.23M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #810 holding.
  • Stifel Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2020 and has held it in 24 quarters since.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.