VPP
JMST icon

Vertex Planning Partners’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Vertex Planning Partners’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 		$8.05M Buy
157,816
+1,416
+0.9% +$72.1K 1.2% 19
2026
Q1 		$7.97M Buy
156,400
+72,670
+87% +$3.71M 1.55% 14
2025
Q4 		$4.27M Buy
83,730
+7,762
+10% +$395K 0.99% 21
2025
Q3 		$3.88M Buy
75,968
+19,526
+35% +$995K 0.74% 31
2025
Q2 		$2.87M Buy
56,442
+5,434
+11% +$276K 0.6% 38
2025
Q1 		$2.59M Buy
51,008
+2,483
+5% +$126K 0.57% 35
2024
Q4 		$2.46M Sell
48,525
-1,316
-3% -$66.8K 0.54% 36
2024
Q3 		$2.54M Sell
49,841
-1,678
-3% -$85.3K 0.61% 29
2024
Q2 		$2.61M Sell
51,519
-7,530
-13% -$381K 0.68% 24
2024
Q1 		$3M Buy
59,049
+1,897
+3% +$96.2K 0.83% 21
2023
Q4 		$2.9M Buy
57,152
+7,871
+16% +$398K 0.86% 17
2023
Q3 		$2.49M Sell
49,281
-11,732
-19% -$593K 0.86% 16
2023
Q2 		$3.09M Sell
61,013
-18,243
-23% -$923K 1.05% 15
2023
Q1 		$4.03M Buy
79,256
+16,076
+25% +$814K 1.52% 13
2022
Q4 		$3.19M Buy
+63,180
New +$3.19M 1.25% 14

Other funds holding JMST

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vertex Planning Partners's JMST Position: Q2 2026 in Review

Vertex Planning Partners increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 0.91% in Q2 2026, buying an estimated $72.1K and bringing the position to 157,816 shares worth $8.05M. The position accounts for 1.2% of the portfolio, ranked #19.

Vertex Planning Partners first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. 562 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Vertex Planning Partners held 157,816 shares of JPMorgan Ultra-Short Municipal Income ETF worth $8.05M as of Q2 2026.
  • Vertex Planning Partners bought 1,416 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $72.1K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 1.2% of Vertex Planning Partners's portfolio in Q2 2026, its #19 holding.
  • Vertex Planning Partners first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 562 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.