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

Total Clarity 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	$383K	Buy	7,514 +772	+11%	+$39.3K	0.07%	259
2026 Q1	$344K	Buy	6,742 +1,159	+21%	+$59.2K	0.08%	229
2025 Q4	$284K	Sell	5,583 -1,752	-24%	-$89.2K	0.07%	241
2025 Q3	$374K	Buy	7,335 +264	+4%	+$13.5K	0.1%	198
2025 Q2	$360K	Buy	7,071 +2,262	+47%	+$115K	0.1%	201
2025 Q1	$244K	Hold	4,809	–	–	0.08%	224
2024 Q4	$244K	Sell	4,809 -225	-4%	-$11.4K	0.08%	224
2024 Q3	$256K	Hold	5,034	–	–	0.08%	216
2024 Q2	$255K	Hold	5,034	–	–	0.09%	209
2024 Q1	$255K	Sell	5,034 -350	-7%	-$17.8K	0.09%	228
2023 Q4	$273K	Buy	5,384 +825	+18%	+$41.7K	0.11%	187
2023 Q3	$230K	Buy	4,559 +90	+2%	+$4.55K	0.11%	193
2023 Q2	$226K	Hold	4,469	–	–	0.11%	191
2023 Q1	$227K	Buy	4,469 +500	+13%	+$25.3K	0.12%	159
2022 Q4	$201K	Buy	+3,969	New	+$200K	0.1%	218

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

Total Clarity Wealth Management's JMST Position: Q2 2026 in Review

Total Clarity Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 11% in Q2 2026, buying an estimated $39.3K and bringing the position to 7,514 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #259.

Total Clarity Wealth Management first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Total Clarity Wealth Management held 7,514 shares of JPMorgan Ultra-Short Municipal Income ETF worth $383K as of Q2 2026.
Total Clarity Wealth Management bought 772 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $39.3K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.07% of Total Clarity Wealth Management's portfolio in Q2 2026, its #259 holding.
Total Clarity Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.