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

USAdvisors 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 		$1.5M Sell
29,347
-662
-2% -$33.7K 0.43% 57
2026
Q1 		$1.53M Sell
30,009
-553
-2% -$28.2K 0.51% 45
2025
Q4 		$1.57M Buy
30,562
+298
+1% +$15.2K 0.52% 47
2025
Q3 		$1.54M Buy
30,264
+7,714
+34% +$393K 0.53% 46
2025
Q2 		$1.15M Sell
22,550
-101
-0.4% -$5.13K 0.43% 57
2025
Q1 		$1.15M Buy
22,651
+3,053
+16% +$155K 0.4% 56
2024
Q4 		$993K Buy
19,598
+5,370
+38% +$273K 0.32% 65
2024
Q3 		$724K Buy
14,228
+801
+6% +$40.7K 0.25% 72
2024
Q2 		$681K Buy
13,427
+431
+3% +$21.8K 0.24% 70
2024
Q1 		$659K Buy
12,996
+834
+7% +$42.3K 0.25% 79
2023
Q4 		$617K Sell
12,162
-776
-6% -$39.2K 0.26% 75
2023
Q3 		$652K Sell
12,938
-235
-2% -$11.9K 0.29% 72
2023
Q2 		$667K Buy
13,173
+1,434
+12% +$72.6K 0.32% 71
2023
Q1 		$596K Sell
11,739
-580
-5% -$29.4K 0.28% 75
2022
Q4 		$623K Buy
12,319
+5,828
+90% +$294K 0.3% 70
2022
Q3 		$326K Buy
+6,491
New +$328K 0.17% 95

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
B
Bailard Foster City, California $4.91B AUM 31.75% 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

USAdvisors Wealth Management's JMST Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 2.2% in Q2 2026, selling an estimated $33.7K and leaving 29,347 shares worth $1.5M. The position accounts for 0.43% of the portfolio, ranked #57.

USAdvisors Wealth Management first reported a position in JMST in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.57M in Q4 2025. 289 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • USAdvisors Wealth Management held 29,347 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.5M as of Q2 2026.
  • USAdvisors Wealth Management sold 662 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $33.7K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.43% of USAdvisors Wealth Management's portfolio in Q2 2026, its #57 holding.
  • USAdvisors Wealth Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q3 2022 and has held it in 16 quarters since.
  • USAdvisors Wealth Management's JPMorgan Ultra-Short Municipal Income ETF position peaked at $1.57M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.