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

Symphony 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 		$221K Buy
+4,324
New +$220K 0.02% 336
2024
Q2 		– Sell
-3,954
Closed -$201K – 217
2024
Q1 		$201K Hold
3,954
– – 0.05% 188
2023
Q4 		$201K Buy
+3,954
New +$200K 0.04% 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

Symphony Financial's JMST Position: Q2 2026 in Review

Symphony Financial opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 4,324 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings. This is a return to the name: Symphony Financial previously reported a position in JMST as recently as Q1 2024.

Symphony Financial first reported a position in JMST in Q4 2023 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Symphony Financial held 4,324 shares of JPMorgan Ultra-Short Municipal Income ETF worth $221K as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Symphony Financial position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #336 holding.
  • Symphony Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2023 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.