United Advisor Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

United Advisor Group’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	$1.15M	Sell	22,635 -298	-1%	-$15.2K	0.12%	193
2026 Q1	$1.17M	Sell	22,933 -3,584	-14%	-$183K	0.14%	169
2025 Q4	$1.35M	Sell	26,517 -64	-0.2%	-$3.26K	0.17%	149
2025 Q3	$1.36M	Buy	26,581 +161	+0.6%	+$8.21K	0.18%	128
2025 Q2	$1.35M	Sell	26,420 -516	-2%	-$26.2K	0.23%	106
2025 Q1	$1.37M	Buy	26,936 +2,437	+10%	+$124K	0.28%	90
2024 Q4	$1.24M	Buy	24,499 +4,653	+23%	+$236K	0.25%	101
2024 Q3	$1.01M	Buy	19,846 +2,579	+15%	+$131K	0.23%	104
2024 Q2	$876K	Buy	17,267 +13,029	+307%	+$660K	0.27%	88
2024 Q1	$215K	Buy	+4,238	New	+$215K	0.08%	200

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

United Advisor Group's JMST Position: Q2 2026 in Review

United Advisor Group reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 1.3% in Q2 2026, selling an estimated $15.2K and leaving 22,635 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #193.

United Advisor Group first reported a position in JMST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2025. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

United Advisor Group held 22,635 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.15M as of Q2 2026.
United Advisor Group sold 298 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $15.2K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.12% of United Advisor Group's portfolio in Q2 2026, its #193 holding.
United Advisor Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.37M in Q1 2025.
562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.