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

Unique Wealth’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 		$872K Buy
17,106
+8,654
+102% +$441K 0.1% 103
2026
Q1 		$431K Sell
8,452
-2,042
-19% -$104K 0.06% 133
2025
Q4 		$535K Buy
+10,494
New +$535K 0.07% 119

Other funds holding JMST

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Unique Wealth's JMST Position: Q2 2026 in Review

Unique Wealth increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 102% in Q2 2026, buying an estimated $441K and bringing the position to 17,106 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #103.

Unique Wealth first reported a position in JMST in Q4 2025 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Unique Wealth held 17,106 shares of JPMorgan Ultra-Short Municipal Income ETF worth $872K as of Q2 2026.
  • Unique Wealth bought 8,654 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $441K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.1% of Unique Wealth's portfolio in Q2 2026, its #103 holding.
  • Unique Wealth first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.