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

Summit 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 		$9.52M Sell
186,728
-9,311
-5% -$474K 0.1% 195
2026
Q1 		$9.99M Buy
196,039
+64,943
+50% +$3.31M 0.13% 159
2025
Q4 		$6.69M Sell
131,096
-3,035
-2% -$155K 0.1% 204
2025
Q3 		$6.85M Buy
+134,131
New +$6.84M 0.1% 189

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

Summit Financial's JMST Position: Q2 2026 in Review

Summit Financial reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 4.7% in Q2 2026, selling an estimated $474K and leaving 186,728 shares worth $9.52M. The position accounts for 0.1% of the portfolio, ranked #195.

Summit Financial first reported a position in JMST in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.99M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Summit Financial held 186,728 shares of JPMorgan Ultra-Short Municipal Income ETF worth $9.52M as of Q2 2026.
  • Summit Financial sold 9,311 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $474K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #195 holding.
  • Summit Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $9.99M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

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