Syverson Strege & Co’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Syverson Strege & Co’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	$2.7M	Buy	53,011 +3,634	+7%	+$185K	0.59%	19
2026 Q1	$2.52M	Sell	49,377 -2,176	-4%	-$111K	0.61%	22
2025 Q4	$2.63M	Buy	51,553 +1,831	+4%	+$93.3K	0.62%	20
2025 Q3	$2.54M	Buy	49,722 +57	+0.1%	+$2.9K	0.61%	20
2025 Q2	$2.53M	Buy	49,665 +3,064	+7%	+$156K	0.6%	22
2025 Q1	$2.37M	Buy	+46,601	New	+$2.37M	0.76%	15

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

Syverson Strege & Co's JMST Position: Q2 2026 in Review

Syverson Strege & Co increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.4% in Q2 2026, buying an estimated $185K and bringing the position to 53,011 shares worth $2.7M. The position accounts for 0.59% of the portfolio, ranked #19.

Syverson Strege & Co first reported a position in JMST in Q1 2025 and has held it in 6 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Syverson Strege & Co held 53,011 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.7M as of Q2 2026.
Syverson Strege & Co bought 3,634 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $185K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.59% of Syverson Strege & Co's portfolio in Q2 2026, its #19 holding.
Syverson Strege & Co first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.