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Stonebridge Financial Group (Pennsylvania)’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$2.86M Buy
56,149
+111
+0.2% +$5.65K 0.22% 92
2026
Q1 		$2.86M Sell
56,038
-8,984
-14% -$459K 0.23% 91
2025
Q4 		$3.31M Sell
65,022
-17,368
-21% -$885K 0.28% 86
2025
Q3 		$4.21M Buy
82,390
+16,042
+24% +$818K 0.37% 75
2025
Q2 		$3.38M Sell
66,348
-1,607
-2% -$81.6K 0.33% 80
2025
Q1 		$3.46M Buy
67,955
+6,726
+11% +$342K 0.37% 75
2024
Q4 		$3.1M Buy
+61,229
New +$3.11M 0.34% 75

Other funds holding JMST

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s JMST Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.2% in Q2 2026, buying an estimated $5.65K and bringing the position to 56,149 shares worth $2.86M. The position accounts for 0.22% of the portfolio, ranked #92.

Stonebridge Financial Group (Pennsylvania) first reported a position in JMST in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.21M in Q3 2025. 489 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 56,149 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.86M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 111 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $5.65K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.22% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #92 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s JPMorgan Ultra-Short Municipal Income ETF position peaked at $4.21M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.