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

Summit Place Financial Advisors’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	$2.52M	Buy	49,500 +24,700	+100%	+$1.26M	1.11%	36
2026 Q1	$1.26M	Sell	24,800 -20,350	-45%	-$1.04M	0.61%	60
2025 Q4	$2.3M	Buy	45,150 +25,255	+127%	+$1.29M	1.11%	35
2025 Q3	$1.02M	Buy	+19,895	New	+$1.01M	0.48%	63
2025 Q2	–	Sell	-13,800	Closed	-$702K	–	95
2025 Q1	$702K	Buy	+13,800	New	+$701K	0.4%	67

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

Summit Place Financial Advisors's JMST Position: Q2 2026 in Review

Summit Place Financial Advisors increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 100% in Q2 2026, buying an estimated $1.26M and bringing the position to 49,500 shares worth $2.52M. The position accounts for 1.11% of the portfolio, ranked #36.

Summit Place Financial Advisors first reported a position in JMST in Q1 2025 and has held it in 5 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Summit Place Financial Advisors held 49,500 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.52M as of Q2 2026.
Summit Place Financial Advisors bought 24,700 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $1.26M.
JPMorgan Ultra-Short Municipal Income ETF made up 1.11% of Summit Place Financial Advisors's portfolio in Q2 2026, its #36 holding.
Summit Place Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.