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Vista Investment Management’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Vista Investment 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 		$1.48M Buy
28,971
+3,748
+15% +$191K 0.44% 68
2026
Q1 		$1.29M Sell
25,223
-700
-3% -$35.7K 0.43% 71
2025
Q4 		$1.32M Buy
25,923
+4,215
+19% +$215K 0.44% 69
2025
Q3 		$1.11M Buy
21,708
+6,000
+38% +$306K 0.39% 77
2025
Q2 		$800K Buy
15,708
+2,500
+19% +$127K 0.3% 98
2025
Q1 		$672K Buy
13,208
+750
+6% +$38.1K 0.26% 102
2024
Q4 		$632K Sell
12,458
-2,650
-18% -$135K 0.24% 107
2024
Q3 		$770K Buy
15,108
+1,508
+11% +$76.7K 0.29% 98
2024
Q2 		$690K Hold
13,600
– – 0.28% 99
2024
Q1 		$690K Hold
13,600
– – 0.28% 102
2023
Q4 		$690K Sell
13,600
-1,400
-9% -$70.8K 0.32% 99
2023
Q3 		$757K Hold
15,000
– – 0.4% 80
2023
Q2 		$760K Buy
15,000
+1,000
+7% +$50.6K 0.38% 83
2023
Q1 		$711K Sell
14,000
-4,408
-24% -$223K 0.38% 85
2022
Q4 		$930K Sell
18,408
-1,200
-6% -$60.5K 0.53% 66
2022
Q3 		$986K Buy
19,608
+2,277
+13% +$115K 0.61% 57
2022
Q2 		$878K Buy
17,331
+7,799
+82% +$394K 0.53% 65
2022
Q1 		$483K Buy
9,532
+2,825
+42% +$144K 0.26% 104
2021
Q4 		$342K Buy
+6,707
New +$342K 0.19% 125

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

Vista Investment Management's JMST Position: Q2 2026 in Review

Vista Investment Management increased its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 15% in Q2 2026, buying an estimated $191K and bringing the position to 28,971 shares worth $1.48M. The position accounts for 0.44% of the portfolio, ranked #68.

Vista Investment Management first reported a position in JMST in Q4 2021 and has held it in 19 quarters since. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Vista Investment Management held 28,971 shares of JPMorgan Ultra-Short Municipal Income ETF worth $1.48M as of Q2 2026.
  • Vista Investment Management bought 3,748 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $191K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.44% of Vista Investment Management's portfolio in Q2 2026, its #68 holding.
  • Vista Investment Management first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.