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

StrongBox Wealth’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 		$6.46M Buy
126,661
+9,537
+8% +$486K 1.84% 21
2026
Q1 		$5.97M Buy
117,124
+13,208
+13% +$674K 1.91% 21
2025
Q4 		$5.29M Buy
103,916
+9,009
+9% +$459K 1.74% 22
2025
Q3 		$4.84M Buy
94,907
+6,704
+8% +$342K 1.64% 25
2025
Q2 		$4.49M Buy
88,203
+12,655
+17% +$642K 1.7% 22
2025
Q1 		$3.84M Buy
75,548
+9,825
+15% +$499K 1.6% 24
2024
Q4 		$3.33M Buy
65,723
+17,123
+35% +$870K 1.41% 24
2024
Q3 		$2.48M Buy
48,600
+14,310
+42% +$727K 1.06% 31
2024
Q2 		$1.74M Buy
34,290
+3,295
+11% +$167K 0.82% 35
2024
Q1 		$1.57M Buy
30,995
+6,670
+27% +$338K 0.83% 39
2023
Q4 		$1.23M Buy
24,325
+1,950
+9% +$98.6K 0.72% 39
2023
Q3 		$1.13M Sell
22,375
-2,000
-8% -$101K 0.72% 42
2023
Q2 		$1.23M Sell
24,375
-2,000
-8% -$101K 0.78% 41
2023
Q1 		$1.34M Buy
26,375
+520
+2% +$26.3K 0.9% 39
2022
Q4 		$1.31M Buy
25,855
+865
+3% +$43.6K 0.92% 39
2022
Q3 		$1.26M Buy
24,990
+14,320
+134% +$724K 0.91% 39
2022
Q2 		$540K Sell
10,670
-4,450
-29% -$225K 0.35% 59
2022
Q1 		$766K Sell
15,120
-10,000
-40% -$508K 0.44% 57
2021
Q4 		$1.28M Buy
25,120
+3,100
+14% +$158K 0.64% 46
2021
Q3 		$1.13M Buy
22,020
+10,745
+95% +$549K 0.63% 50
2021
Q2 		$576K Sell
11,275
-1,925
-15% -$98.3K 0.33% 59
2021
Q1 		$674K Hold
13,200
– – 0.42% 53
2020
Q4 		$674K Buy
+13,200
New +$673K 0.44% 53

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

StrongBox Wealth's JMST Position: Q2 2026 in Review

StrongBox Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 8.1% in Q2 2026, buying an estimated $486K and bringing the position to 126,661 shares worth $6.46M. The position accounts for 1.84% of the portfolio, ranked #21.

StrongBox Wealth first reported a position in JMST in Q4 2020 and has held it in 23 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • StrongBox Wealth held 126,661 shares of JPMorgan Ultra-Short Municipal Income ETF worth $6.46M as of Q2 2026.
  • StrongBox Wealth bought 9,537 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $486K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.84% of StrongBox Wealth's portfolio in Q2 2026, its #21 holding.
  • StrongBox Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2020 and has held it in 23 quarters since.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.