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Stratos Wealth Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Stratos Wealth Partners’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 		$7.78M Buy
152,465
+3,514
+2% +$179K 0.08% 258
2026
Q1 		$7.59M Buy
148,951
+47,684
+47% +$2.43M 0.09% 236
2025
Q4 		$5.16M Buy
101,267
+26,061
+35% +$1.33M 0.06% 317
2025
Q3 		$3.84M Buy
75,206
+6,504
+9% +$331K 0.05% 381
2025
Q2 		$3.5M Buy
68,702
+21,388
+45% +$1.09M 0.05% 358
2025
Q1 		$2.41M Buy
47,314
+5,665
+14% +$288K 0.04% 397
2024
Q4 		$2.11M Buy
41,649
+5,232
+14% +$266K 0.03% 459
2024
Q3 		$1.86M Buy
36,417
+1,862
+5% +$94.7K 0.03% 488
2024
Q2 		$1.75M Buy
34,555
+84
+0.2% +$4.25K 0.03% 470
2024
Q1 		$1.75M Sell
34,471
-1,258
-4% -$63.8K 0.03% 474
2023
Q4 		$1.81M Buy
35,729
+12,633
+55% +$639K 0.03% 440
2023
Q3 		$1.17M Buy
23,096
+5,823
+34% +$294K 0.03% 522
2023
Q2 		$875K Buy
17,273
+8,035
+87% +$407K 0.02% 576
2023
Q1 		$469K Sell
9,238
-63,577
-87% -$3.22M 0.01% 726
2022
Q4 		$3.68M Buy
+72,815
New +$3.67M 0.09% 218

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

Stratos Wealth Partners's JMST Position: Q2 2026 in Review

Stratos Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.4% in Q2 2026, buying an estimated $179K and bringing the position to 152,465 shares worth $7.78M. The position accounts for 0.08% of the portfolio, ranked #258.

Stratos Wealth Partners first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Stratos Wealth Partners held 152,465 shares of JPMorgan Ultra-Short Municipal Income ETF worth $7.78M as of Q2 2026.
  • Stratos Wealth Partners bought 3,514 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $179K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Stratos Wealth Partners's portfolio in Q2 2026, its #258 holding.
  • Stratos Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.