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

Tyler-Stone 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
2025 Q2	$661K	Buy	12,973 +1,137	+10%	+$57.7K	0.11%	171
2025 Q1	$602K	Sell	11,836 -1,502	-11%	-$76.3K	0.11%	171
2024 Q4	$676K	Buy	13,338 +2,120	+19%	+$108K	0.12%	155
2024 Q3	$571K	Buy	11,218 +3,416	+44%	+$174K	0.11%	171
2024 Q2	$396K	Sell	7,802 -3,298	-30%	-$167K	0.16%	119
2024 Q1	$563K	Buy	11,100 +1,600	+17%	+$81.2K	0.25%	83
2023 Q4	$482K	Buy	9,500 +6,300	+197%	+$319K	0.24%	84
2023 Q3	$161K	Buy	3,200 +800	+33%	+$40.4K	0.09%	183
2023 Q2	$122K	Buy	+2,400	New	+$121K	0.07%	226

Other funds holding JMST

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Tyler-Stone Wealth Management's JMST Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 9.6% in Q2 2025, buying an estimated $57.7K and bringing the position to 12,973 shares worth $661K. The position accounts for 0.11% of the portfolio, ranked #171.

Tyler-Stone Wealth Management first reported a position in JMST in Q2 2023 and has held it in 9 quarters since. The position peaked at $676K in Q4 2024. 499 funds tracked by Wall St. Rank hold JMST as of Q2 2025.

Tyler-Stone Wealth Management held 12,973 shares of JPMorgan Ultra-Short Municipal Income ETF worth $661K as of Q2 2025.
Tyler-Stone Wealth Management bought 1,137 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2025, an estimated $57.7K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #171 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 9 quarters since.
Tyler-Stone Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $676K in Q4 2024.
499 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.