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Walkner Condon Financial Advisors’s JPMorgan Ultra-Short Municipal Income ETF JMST Stock Holding History

Walkner Condon Financial Advisors’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 		$2.31M Sell
45,375
-3,552
-7% -$181K 0.27% 73
2026
Q1 		$2.49M Sell
48,927
-25,905
-35% -$1.32M 0.33% 67
2025
Q4 		$3.81M Buy
74,832
+42,571
+132% +$2.17M 0.53% 39
2025
Q3 		$1.65M Buy
32,261
+15,627
+94% +$796K 0.26% 78
2025
Q2 		$847K Buy
16,634
+744
+5% +$37.8K 0.16% 108
2025
Q1 		$808K Buy
15,890
+1,530
+11% +$77.8K 0.16% 104
2024
Q4 		$728K Sell
14,360
-1,044
-7% -$53K 0.15% 115
2024
Q3 		$785K Sell
15,404
-2,865
-16% -$146K 0.16% 110
2024
Q2 		$927K Buy
18,269
+1,974
+12% +$100K 0.2% 99
2024
Q1 		$827K Sell
16,295
-2,897
-15% -$147K 0.18% 108
2023
Q4 		$974K Sell
19,192
-29,437
-61% -$1.49M 0.22% 96
2023
Q3 		$2.45M Buy
48,629
+11,094
+30% +$561K 0.65% 38
2023
Q2 		$1.9M Buy
37,535
+1,085
+3% +$54.9K 0.5% 48
2023
Q1 		$1.85M Buy
36,450
+5,504
+18% +$279K 0.52% 43
2022
Q4 		$1.56M Buy
+30,946
New +$1.56M 0.47% 51

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

Walkner Condon Financial Advisors's JMST Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its JPMorgan Ultra-Short Municipal Income ETF (JMST) stake by 7.3% in Q2 2026, selling an estimated $181K and leaving 45,375 shares worth $2.31M. The position accounts for 0.27% of the portfolio, ranked #73.

Walkner Condon Financial Advisors first reported a position in JMST in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.81M in Q4 2025. 563 funds tracked by Wall St. Rank hold JMST as of Q2 2026.

  • Walkner Condon Financial Advisors held 45,375 shares of JPMorgan Ultra-Short Municipal Income ETF worth $2.31M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 3,552 JPMorgan Ultra-Short Municipal Income ETF shares in Q2 2026, an estimated $181K.
  • JPMorgan Ultra-Short Municipal Income ETF made up 0.27% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Walkner Condon Financial Advisors first reported a position in JPMorgan Ultra-Short Municipal Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Walkner Condon Financial Advisors's JPMorgan Ultra-Short Municipal Income ETF position peaked at $3.81M in Q4 2025.
  • 563 funds tracked by Wall St. Rank held JPMorgan Ultra-Short Municipal Income ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.