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

Strategic Financial Concepts’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	–	Sell	-4,838	Closed	-$247K	–	276
2026 Q1	$247K	Buy	4,838 +550	+13%	+$28.1K	0.06%	251
2025 Q4	$218K	Buy	+4,288	New	+$218K	0.2%	111
2025 Q2	–	Sell	-3,938	Closed	-$200K	–	329
2025 Q1	$200K	Buy	+3,938	New	+$200K	0.04%	321

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

Strategic Financial Concepts's JMST Position: Q2 2026 in Review

Strategic Financial Concepts sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026, closing a stake of 4,838 shares — an estimated $247K sold.

Strategic Financial Concepts first reported a position in JMST in Q1 2025 and held it in 3 quarters. The position peaked at $247K in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Strategic Financial Concepts reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 4,838 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $247K.
Strategic Financial Concepts first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and held it in 3 quarters.
Strategic Financial Concepts's JPMorgan Ultra-Short Municipal Income ETF position peaked at $247K in Q1 2026.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.