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

Tidemark’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 		$360K Buy
+7,057
New +$359K 0.08% 103
2025
Q2 		– Sell
-193
Closed -$9.81K – 732
2025
Q1 		$9.81K Hold
193
– – ﹤0.01% 439
2024
Q4 		$9.79K Hold
193
– – ﹤0.01% 449
2024
Q3 		$9.83K Hold
193
– – ﹤0.01% 435
2024
Q2 		$9.79K Hold
193
– – ﹤0.01% 417
2024
Q1 		$9.79K Buy
+193
New +$9.79K 0.01% 446

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

Tidemark's JMST Position: Q2 2026 in Review

Tidemark opened a new position in JPMorgan Ultra-Short Municipal Income ETF (JMST) in Q2 2026: 7,057 shares worth $360K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings. This is a return to the name: Tidemark previously reported a position in JMST as recently as Q1 2025.

Tidemark first reported a position in JMST in Q1 2024 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Tidemark held 7,057 shares of JPMorgan Ultra-Short Municipal Income ETF worth $360K as of Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF was a new Tidemark position in Q2 2026.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.08% of Tidemark's portfolio in Q2 2026, its #103 holding.
  • Tidemark first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.