VisionPoint Advisory Group’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

VisionPoint Advisory 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	$327K	Hold	6,410	–	–	0.05%	340
2026 Q1	$327K	Buy	+6,410	New	+$327K	0.06%	314
2023 Q3	–	Sell	-177	Closed	-$8.96K	–	761
2023 Q2	$8.96K	Buy	+177	New	+$8.96K	﹤0.01%	410

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

VisionPoint Advisory Group's JMST Position: Q2 2026 in Review

VisionPoint Advisory Group held its JPMorgan Ultra-Short Municipal Income ETF (JMST) position steady in Q2 2026 at 6,410 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #340.

VisionPoint Advisory Group first reported a position in JMST in Q2 2023 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

VisionPoint Advisory Group held 6,410 shares of JPMorgan Ultra-Short Municipal Income ETF worth $327K as of Q2 2026.
VisionPoint Advisory Group left its JPMorgan Ultra-Short Municipal Income ETF share count unchanged in Q2 2026.
JPMorgan Ultra-Short Municipal Income ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #340 holding.
VisionPoint Advisory Group first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q2 2023 and has held it in 3 quarters since.
560 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.