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

Summit 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 		$2.35M Buy
46,003
+201
+0.4% +$10.2K 0.33% 64
2026
Q1 		$2.33M Buy
45,802
+2,413
+6% +$123K 0.37% 62
2025
Q4 		$2.21M Buy
43,389
+7,015
+19% +$357K 0.41% 52
2025
Q3 		$1.86M Buy
36,374
+329
+0.9% +$16.8K 0.34% 57
2025
Q2 		$1.84M Buy
36,045
+11,315
+46% +$574K 0.35% 53
2025
Q1 		$1.26M Buy
24,730
+3,663
+17% +$186K 0.26% 68
2024
Q4 		$1.07M Buy
21,067
+8,588
+69% +$436K 0.22% 80
2024
Q3 		$636K Hold
12,479
– – 0.12% 121
2024
Q2 		$633K Buy
12,479
+387
+3% +$19.6K 0.13% 114
2024
Q1 		$614K Hold
12,092
– – 0.13% 111
2023
Q4 		$614K Buy
12,092
+814
+7% +$41.2K 0.14% 103
2023
Q3 		$569K Sell
11,278
-3,799
-25% -$192K 0.15% 96
2023
Q2 		$764K Sell
15,077
-928
-6% -$47K 0.19% 83
2023
Q1 		$813K Buy
16,005
+1,728
+12% +$87.5K 0.21% 80
2022
Q4 		$721K Sell
14,277
-588
-4% -$29.7K 0.19% 77
2022
Q3 		$748K Sell
14,865
-1,203
-7% -$60.8K 0.21% 67
2022
Q2 		$814K Buy
16,068
+6,662
+71% +$337K 0.22% 62
2022
Q1 		$476K Buy
9,406
+491
+6% +$24.9K 0.11% 99
2021
Q4 		$455K Sell
8,915
-4,666
-34% -$238K 0.1% 102
2021
Q3 		$694K Sell
13,581
-1,281
-9% -$65.4K 0.16% 73
2021
Q2 		$759K Buy
14,862
+230
+2% +$11.7K 0.18% 68
2021
Q1 		$747K Hold
14,632
– – 0.19% 66
2020
Q4 		$747K Sell
14,632
-11,377
-44% -$580K 0.2% 68
2020
Q3 		$1.33M Hold
26,009
– – 0.4% 44
2020
Q2 		$1.33M Buy
26,009
+1,974
+8% +$100K 0.43% 45
2020
Q1 		$1.21M Buy
24,035
+4,794
+25% +$242K 0.49% 35
2019
Q4 		$971K Buy
+19,241
New +$971K 0.34% 48

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

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

Summit Wealth Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.44% in Q2 2026, buying an estimated $10.2K and bringing the position to 46,003 shares worth $2.35M. The position accounts for 0.33% of the portfolio, ranked #64.

Summit Wealth Partners first reported a position in JMST in Q4 2019 and has held it in 27 quarters since. 315 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Summit Wealth Partners held 46,003 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.35M as of Q2 2026.
  • Summit Wealth Partners bought 201 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.33% of Summit Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Summit Wealth Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2019 and has held it in 27 quarters since.
  • 315 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.