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

SVB 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
2025
Q2 		– Sell
-66,824
Closed -$3.4M – 1075
2025
Q1 		$3.4M Sell
66,824
-5,622
-8% -$286K 0.14% 85
2024
Q4 		$3.67M Buy
+72,446
New +$3.68M 0.07% 167
2024
Q3 		– Sell
-76,247
Closed -$3.87M – 326
2024
Q2 		$3.87M Sell
76,247
-28,132
-27% -$1.43M 0.1% 169
2024
Q1 		$5.3M Sell
104,379
-16,102
-13% -$817K 0.12% 162
2023
Q4 		$6.11M Sell
120,481
-23,617
-16% -$1.19M 0.15% 145
2023
Q3 		$7.27M Sell
144,098
-59,464
-29% -$3.01M 0.16% 126
2023
Q2 		$10.3M Sell
203,562
-24,120
-11% -$1.22M 0.19% 112
2023
Q1 		$11.6M Buy
+227,682
New +$11.5M 0.16% 113
2022
Q4 		– Sell
-234,951
Closed -$11.8M – 1072
2022
Q3 		$11.8M Buy
234,951
+79,928
+52% +$4.04M 0.17% 105
2022
Q2 		$7.85M Buy
155,023
+109,633
+242% +$5.54M 0.12% 120
2022
Q1 		$2.3M Buy
45,390
+4,110
+10% +$209K 0.03% 210
2021
Q4 		$2.11M Buy
41,280
+500
+1% +$25.5K 0.03% 214
2021
Q3 		$2.08M Sell
40,780
-4,500
-10% -$230K 0.03% 257
2021
Q2 		$2.31M Buy
45,280
+22,435
+98% +$1.15M 0.03% 238
2021
Q1 		$1.17M Buy
+22,845
New +$1.17M 0.02% 325

Other funds holding JMST

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SVB Wealth's JMST Position: Q2 2025 in Review

SVB Wealth sold out of JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2025, closing a stake of 66,824 shares — an estimated $3.4M sold.

SVB Wealth first reported a position in JMST in Q1 2021 and held it in 15 quarters. The position peaked at $11.8M in Q3 2022. 500 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

  • SVB Wealth reported no remaining JPMorgan Ultra-Short Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 66,824 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $3.4M.
  • SVB Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2021 and held it in 15 quarters.
  • SVB Wealth's JPMorgan Ultra-Short Municipal Income ETF position peaked at $11.8M in Q3 2022.
  • 500 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.