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

Thryve Wealth Management’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	$531K	Sell	10,404 -1	-0%	-$51	0.3%	28
2026 Q1	$530K	Sell	10,405 -10,826	-51%	-$553K	0.35%	28
2025 Q4	$1.08M	Buy	+21,231	New	+$1.08M	0.54%	28

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

Thryve Wealth Management's JMST Position: Q2 2026 in Review

Thryve Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.01% in Q2 2026, selling an estimated $51 and leaving 10,404 shares worth $531K. The position accounts for 0.3% of the portfolio, ranked #28.

Thryve Wealth Management first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 558 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Thryve Wealth Management held 10,404 shares of JPMorgan Ultra-Short Municipal Income ETF worth $531K as of Q2 2026.
Thryve Wealth Management sold 1 JPMorgan Ultra-Short Municipal Income ETF share in Q2 2026, an estimated $51.
JPMorgan Ultra-Short Municipal Income ETF made up 0.3% of Thryve Wealth Management's portfolio in Q2 2026, its #28 holding.
Thryve Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
Thryve Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.08M in Q4 2025.
558 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.