Vawter Financial’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Vawter Financial’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	$1.58M	Sell	30,942 -6,066	-16%	-$309K	0.59%	33
2026 Q1	$1.89M	Sell	37,008 -1,567	-4%	-$80K	0.79%	29
2025 Q4	$1.97M	Sell	38,575 -883	-2%	-$45K	0.83%	30
2025 Q3	$2.01M	Buy	+39,458	New	+$2.01M	0.91%	27
2025 Q2	–	Sell	-39,286	Closed	-$2M	–	63
2025 Q1	$2M	Sell	39,286 -13,507	-26%	-$686K	1.12%	25
2024 Q4	$2.68M	Sell	52,793 -2,747	-5%	-$140K	1.61%	19
2024 Q3	$2.83M	Sell	55,540 -6,041	-10%	-$307K	1.73%	17
2024 Q2	$3.12M	Sell	61,581 -2,911	-5%	-$147K	2.14%	15
2024 Q1	$3.27M	Sell	64,492 -16,231	-20%	-$823K	2.37%	13
2023 Q4	$4.1M	Buy	80,723 +515	+0.6%	+$26K	3.2%	11
2023 Q3	$4.05M	Sell	80,208 -10,150	-11%	-$513K	4.59%	8
2023 Q2	$4.58M	Sell	90,358 -5,853	-6%	-$296K	3.96%	9
2023 Q1	$4.89M	Sell	96,211 -39,584	-29%	-$2M	4.95%	8
2022 Q4	$6.86M	Buy	+135,795	New	+$6.85M	7.99%	3

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

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Vawter Financial's JMST Position: Q2 2026 in Review

Vawter Financial reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 16% in Q2 2026, selling an estimated $309K and leaving 30,942 shares worth $1.58M. The position accounts for 0.59% of the portfolio, ranked #33.

Vawter Financial first reported a position in JMST in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.86M in Q4 2022. 273 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

Vawter Financial held 30,942 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.58M as of Q2 2026.
Vawter Financial sold 6,066 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $309K.
JPMorgan Ultra-Short Municipal Income ETF made up 0.59% of Vawter Financial's portfolio in Q2 2026, its #33 holding.
Vawter Financial first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 14 quarters since.
Vawter Financial's JPMorgan Ultra-Short Municipal Income ETF position peaked at $6.86M in Q4 2022.
273 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.