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Syntegra Private Wealth Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Syntegra Private Wealth Group’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 		$544K Sell
10,674
-137,294
-93% -$6.99M 0.04% 112
2026
Q1 		$7.54M Buy
147,968
+18,729
+14% +$956K 0.72% 21
2025
Q4 		$6.58M Buy
129,239
+23,010
+22% +$1.17M 0.6% 22
2025
Q3 		$5.42M Buy
106,229
+47,617
+81% +$2.43M 0.51% 26
2025
Q2 		$2.98M Buy
58,612
+51,025
+673% +$2.59M 0.3% 33
2025
Q1 		$386K Buy
+7,587
New +$386K 0.05% 107

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

Syntegra Private Wealth Group's JMST Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 93% in Q2 2026, selling an estimated $6.99M and leaving 10,674 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #112.

Syntegra Private Wealth Group first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.54M in Q1 2026. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Syntegra Private Wealth Group held 10,674 shares of JPMorgan Ultra-Short Municipal Income ETF worth $544K as of Q2 2026.
  • Syntegra Private Wealth Group sold 137,294 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $6.99M.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Syntegra Private Wealth Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Syntegra Private Wealth Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $7.54M in Q1 2026.
  • 560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.